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
51
$1.42M 0.56%
7,626
+342
52
$1.4M 0.56%
25,446
+614
53
$1.38M 0.55%
23,195
+1,255
54
$1.38M 0.55%
16,312
+925
55
$1.35M 0.54%
24,900
56
$1.35M 0.54%
37,269
+7,563
57
$1.35M 0.54%
12,900
-400
58
$1.33M 0.53%
19,241
+2,691
59
$1.33M 0.53%
68,580
60
$1.32M 0.52%
20,140
+1,804
61
$1.26M 0.5%
23,849
+6,528
62
$1.22M 0.48%
32,416
+2,542
63
$1.21M 0.48%
9,999
-2,300
64
$1.21M 0.48%
11,693
+418
65
$1.2M 0.48%
19,397
+1,936
66
$1.17M 0.46%
41,482
+3,084
67
$1.16M 0.46%
22,578
+2,364
68
$1.15M 0.46%
64,238
+5,642
69
$1.15M 0.46%
11,353
+192
70
$1.15M 0.45%
20,376
+2,005
71
$1.15M 0.45%
+10,900
72
$1.14M 0.45%
17,954
+991
73
$1.12M 0.45%
13,616
-270
74
$1.1M 0.44%
46,144
+2,212
75
$1.09M 0.43%
+4,918
1 2
3
4 5