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
$286M
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$8.31M
3
+$6.88M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.31M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.81M

Top Sells

1
+$2.19M
2
+$1.79M
3
+$1.49M
4
ADBE icon
Adobe
ADBE
+$1.15M
5
ENB icon
Enbridge
ENB
+$890K

Sector Composition

1 Healthcare 11.37%
2 Technology 10.38%
3 Financials 9.09%
4 Energy 6.86%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 0.92%
+77,417
27
$2.62M 0.91%
+1,991
28
$2.61M 0.91%
+14,876
29
$2.53M 0.88%
+46,970
30
$2.4M 0.84%
21,075
+542
31
$2.38M 0.83%
+12,137
32
$2.32M 0.81%
+30,045
33
$2.31M 0.81%
+48,579
34
$2.28M 0.8%
+26,686
35
$2.2M 0.77%
+28,612
36
$2.18M 0.76%
+89,700
37
$2.18M 0.76%
8,559
+2,336
38
$2.13M 0.74%
+136,446
39
$2.05M 0.72%
9,092
+132
40
$2.04M 0.71%
+38,149
41
$2.03M 0.71%
+78,009
42
$1.94M 0.68%
12,985
-7,701
43
$1.91M 0.67%
+65,324
44
$1.86M 0.65%
+50,492
45
$1.72M 0.6%
+55,444
46
$1.71M 0.6%
+29,704
47
$1.7M 0.59%
+26,388
48
$1.7M 0.59%
26,430
-149
49
$1.67M 0.58%
10,136
-3,783
50
$1.65M 0.58%
5,275
+61
1
2
3 4 5