TWA
Tandem Wealth Advisors Portfolio holdings
AUM
$202M
This Quarter Return
+6.95%
1 Year Return
+9.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$157M
AUM Growth
–
Cap. Flow
+$157M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
76.8%
Holding
83
New
83
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$30.2M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$16.8M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$12.4M |
| 4 |
iShares MBS ETF
MBB
|
$11.7M |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$11.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.68% |
| 2 | Healthcare | 1.34% |
| 3 | Industrials | 0.96% |
| 4 | Financials | 0.9% |
| 5 | Consumer Staples | 0.64% |
