TW

Transform Wealth Portfolio holdings

AUM $1.65B
1-Year Est. Return 19.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$584M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.3M
3
+$9.82M
4
VST icon
Vistra
VST
+$5.39M
5
GS icon
Goldman Sachs
GS
+$5.17M

Top Sells

1
+$5.94M
2
+$5.92M
3
+$5.4M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.87M
5
IYW icon
iShares US Technology ETF
IYW
+$4.58M

Sector Composition

1 Technology 21.79%
2 Healthcare 12.03%
3 Financials 8.49%
4 Consumer Discretionary 7.36%
5 Communication Services 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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