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
$267M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.84M
3
+$1.51M
4
BK icon
Bank of New York Mellon
BK
+$1.31M
5
CN
Xtrackers MSCI All China Equity ETF
CN
+$1.21M

Top Sells

1
+$2.78M
2
+$1.62M
3
+$1.48M
4
AMGN icon
Amgen
AMGN
+$1.39M
5
BALL icon
Ball Corp
BALL
+$1.22M

Sector Composition

1 Healthcare 9.61%
2 Financials 8.87%
3 Energy 8.1%
4 Technology 7.42%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 0.83%
15,591
-1,510
27
$2.14M 0.8%
40,874
+4,150
28
$2.14M 0.8%
45,263
+27,680
29
$2.14M 0.8%
143,715
+4,875
30
$2.06M 0.77%
12,259
+940
31
$1.97M 0.74%
27,943
+1,694
32
$1.94M 0.73%
14,898
+888
33
$1.89M 0.71%
20,086
+1,631
34
$1.88M 0.7%
27,631
-6,480
35
$1.87M 0.7%
22,264
+13,502
36
$1.86M 0.7%
56,443
+387
37
$1.84M 0.69%
+35,372
38
$1.83M 0.69%
31,771
-1,595
39
$1.81M 0.68%
17,668
+1,356
40
$1.8M 0.68%
1,014
-15
41
$1.79M 0.67%
10,897
+4,719
42
$1.78M 0.67%
10,838
-8,499
43
$1.76M 0.66%
26,962
-277
44
$1.72M 0.64%
109,206
-3,429
45
$1.65M 0.62%
8,435
+809
46
$1.61M 0.6%
56,708
+932
47
$1.56M 0.58%
45,899
-1,544
48
$1.55M 0.58%
26,583
-425
49
$1.54M 0.57%
38,840
-650
50
$1.52M 0.57%
25,732
+6,335
1
2
3 4 5