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
$543M
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$7.3M
3
+$7.1M
4
DD icon
DuPont de Nemours
DD
+$6.91M
5
ALL icon
Allstate
ALL
+$6.84M

Top Sells

1
+$2.62M
2
+$1.37M
3
+$1.23M
4
ZBH icon
Zimmer Biomet
ZBH
+$1.13M
5
GSD
WisdomTree Global SmallCap Dividend Fund
GSD
+$938K

Sector Composition

1 Technology 16.36%
2 Financials 14.45%
3 Healthcare 11.41%
4 Industrials 7.57%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-270
252
– –
-9,750
253
– –
-946
254
– –
-6,600
255
– –
-3,135
256
– –
-1,991
257
– –
-40,591
258
– –
-19,000
259
– –
-44,233
7 8 9 10
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