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Transform Wealth Portfolio holdings

AUM $1.65B
1-Year Est. Return 19.09%
This Quarter Est. Return
1 Year Est. Return
+19.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$631M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1 +$4.76M
2 +$3.17M
3 +$2.29M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.09M
5
LMT icon
Lockheed Martin
LMT
+$2.03M

Sector Composition

1 Technology 17.9%
2 Financials 11.62%
3 Healthcare 8.77%
4 Consumer Discretionary 6.25%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$45K 0.01%
2,125
227
$18K ﹤0.01%
2,000
+800
228
-2,891
229
-28,416
230
-44,299
231
-7,610
232
-11,378
233
-212,945
234
-15,712
235
-25,500