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
$526M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Sector Composition

1 Technology 16.33%
2 Financials 14.33%
3 Healthcare 11.37%
4 Industrials 7.86%
5 Consumer Discretionary 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-25,725
252
-3,025
253
-1,950
254
-2,998
255
-8,080
256
-13,617
257
-10,250
258
-27,846
259
-1,370
260
-8,365