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
$1.06B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Sector Composition

1 Technology 16.27%
2 Healthcare 10.87%
3 Financials 8.01%
4 Consumer Discretionary 6.73%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$54.6K 0.01%
+12,305
252
-23,224
253
-2,622
254
-4,875
255
-51,992
256
-15,589
257
-91,544
258
-555,787
259
-15,202
260
-9,088
261
-3,764
262
-2,896
263
-406,280
264
-8,726
265
-8,594