TW

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

Top Buys

1
+$7.84M
2
+$7.71M
3
+$7.4M
4
ALL icon
Allstate
ALL
+$7.27M
5
DD icon
DuPont de Nemours
DD
+$6.92M

Top Sells

1
+$2.62M
2
+$1.36M
3
+$1.23M
4
ZBH icon
Zimmer Biomet
ZBH
+$1.17M
5
GSD
WisdomTree Global SmallCap Dividend Fund
GSD
+$938K

Sector Composition

1 Technology 16.41%
2 Financials 14.45%
3 Healthcare 11.41%
4 Industrials 7.51%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-946
252
– –
-6,600
253
– –
-3,135
254
– –
-1,991
255
– –
-40,591
256
– –
-19,000
257
– –
-44,233
258
– –
-8,471
259
– –
-13,257
7 8 9 10
11