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
$252M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.15M
3
+$1.09M
4
MPC icon
Marathon Petroleum
MPC
+$1.04M
5
BIIB icon
Biogen
BIIB
+$1.04M

Top Sells

1
+$2.15M
2
+$1.7M
3
+$1.33M
4
LOW icon
Lowe's Companies
LOW
+$1.25M
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.14M

Sector Composition

1 Energy 11.08%
2 Healthcare 8.9%
3 Financials 8.07%
4 Technology 7.17%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 0.82%
26,051
+4,366
27
$2.02M 0.8%
138,840
-339
28
$1.99M 0.79%
68,864
+3,924
29
$1.97M 0.78%
17,101
+964
30
$1.86M 0.74%
33,366
+3,210
31
$1.82M 0.72%
36,724
+1,372
32
$1.81M 0.72%
11,319
+800
33
$1.81M 0.72%
26,249
+1,330
34
$1.75M 0.7%
56,056
+15,266
35
$1.71M 0.68%
34,848
+2,000
36
$1.71M 0.68%
27,239
+4,495
37
$1.7M 0.67%
112,635
-16,260
38
$1.62M 0.64%
33,988
+1,370
39
$1.54M 0.61%
17,028
-615
40
$1.53M 0.61%
18,455
+47
41
$1.51M 0.6%
1,029
+23
42
$1.5M 0.6%
41,160
43
$1.5M 0.59%
27,008
+970
44
$1.48M 0.59%
39,490
+778
45
$1.48M 0.59%
10,895
+318
46
$1.47M 0.58%
16,887
+462
47
$1.47M 0.58%
55,776
+2,004
48
$1.44M 0.57%
14,010
+761
49
$1.44M 0.57%
41,150
+100
50
$1.43M 0.57%
47,443
+9,660
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