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
$543M
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$7.71M
3
+$7.4M
4
ALL icon
Allstate
ALL
+$7.27M
5
DD icon
DuPont de Nemours
DD
+$6.92M

Top Sells

1
+$2.62M
2
+$1.36M
3
+$1.23M
4
ZBH icon
Zimmer Biomet
ZBH
+$1.17M
5
GSD
WisdomTree Global SmallCap Dividend Fund
GSD
+$938K

Sector Composition

1 Technology 16.41%
2 Financials 14.45%
3 Healthcare 11.41%
4 Industrials 7.51%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.37M 0.99%
83,914
+4,209
27
$5.14M 0.95%
+44,728
28
$4.95M 0.91%
+98,000
29
$4.92M 0.91%
233,933
+205,779
30
$4.85M 0.89%
+169,300
31
$4.66M 0.86%
+107,585
32
$4.63M 0.85%
134,585
+57,168
33
$4.56M 0.84%
112,160
+7,452
34
$4.49M 0.83%
+224,428
35
$4.36M 0.8%
+51,825
36
$4.29M 0.79%
95,744
+7,400
37
$4.28M 0.79%
+46,200
38
$4.22M 0.78%
22,262
+12,729
39
$4.18M 0.77%
+49,612
40
$4.17M 0.77%
55,168
+1,992
41
$4.15M 0.76%
40,046
+18,971
42
$4.03M 0.74%
68,900
+7,580
43
$4M 0.74%
70,456
+3,780
44
$3.95M 0.73%
+33,100
45
$3.82M 0.7%
+91,200
46
$3.68M 0.68%
+137,200
47
$3.68M 0.68%
69,860
+4,200
48
$3.65M 0.67%
95,456
+44,964
49
$3.64M 0.67%
+20,600
50
$3.62M 0.67%
+71,800
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