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
51
$1.51M 0.57%
+85,215
52
$1.48M 0.55%
17,095
+208
53
$1.47M 0.55%
12,426
+8,885
54
$1.46M 0.55%
19,995
-145
55
$1.44M 0.54%
29,062
-5,786
56
$1.42M 0.53%
36,140
-5,020
57
$1.35M 0.51%
24,344
-1,102
58
$1.35M 0.5%
24,900
59
$1.35M 0.5%
24,935
+2,357
60
$1.34M 0.5%
61,250
+3,210
61
$1.33M 0.5%
33,890
-7,260
62
$1.33M 0.5%
27,390
+14,982
63
$1.29M 0.48%
18,943
-298
64
$1.28M 0.48%
40,053
+2,784
65
$1.25M 0.47%
20,601
+225
66
$1.25M 0.47%
12,900
67
$1.25M 0.47%
24,073
+12,185
68
$1.23M 0.46%
12,623
+1,270
69
$1.23M 0.46%
10,016
+17
70
$1.23M 0.46%
14,842
+1,226
71
$1.21M 0.45%
10,120
+7,070
72
$1.21M 0.45%
+45,500
73
$1.2M 0.45%
18,955
+5,202
74
$1.19M 0.44%
22,869
-980
75
$1.17M 0.44%
6,266
+1,857
1 2
3
4 5