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
$238M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$6.58M
3
+$5.31M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.83M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.79M

Top Sells

No sells this quarter

Sector Composition

1 Energy 13.12%
2 Healthcare 9.86%
3 Technology 5.93%
4 Financials 5.89%
5 Consumer Discretionary 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.61%
+21,058
52
$1.46M 0.61%
+41,160
53
$1.44M 0.61%
+19,675
54
$1.43M 0.6%
+31,704
55
$1.41M 0.59%
+41,150
56
$1.41M 0.59%
+56,000
57
$1.4M 0.59%
+47,108
58
$1.39M 0.58%
+24,900
59
$1.37M 0.58%
+23,690
60
$1.35M 0.57%
+66,080
61
$1.32M 0.56%
+18,878
62
$1.29M 0.54%
+12,299
63
$1.26M 0.53%
+13,300
64
$1.24M 0.52%
+13,986
65
$1.22M 0.51%
+41,950
66
$1.22M 0.51%
+12,688
67
$1.2M 0.51%
+24,546
68
$1.2M 0.5%
+958
69
$1.2M 0.5%
+10,027
70
$1.16M 0.49%
+32,022
71
$1.16M 0.49%
+14,515
72
$1.11M 0.47%
+19,338
73
$1.07M 0.45%
+15,343
74
$1.07M 0.45%
+7,025
75
$1.06M 0.45%
+12,710
1 2
3
4 5