TWA

Tandem Wealth Advisors Portfolio holdings

AUM $210M
1-Year Est. Return 8.57%
This Quarter Est. Return
1 Year Est. Return
+8.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$3.65M
3
+$2.88M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$289K
5
AMT icon
American Tower
AMT
+$219K

Top Sells

1
+$2.98M
2
+$2.88M
3
+$2.38M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.74M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$1.45M

Sector Composition

1 Technology 1.89%
2 Healthcare 1.21%
3 Financials 0.77%
4 Consumer Staples 0.66%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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