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
51
$1.64M 0.57%
+51,375
52
$1.63M 0.57%
+28,634
53
$1.59M 0.56%
+95,448
54
$1.56M 0.54%
+9,533
55
$1.54M 0.54%
+26,061
56
$1.54M 0.54%
+60,633
57
$1.53M 0.53%
+27,700
58
$1.51M 0.53%
+20,765
59
$1.49M 0.52%
+16,469
60
$1.49M 0.52%
+34,360
61
$1.49M 0.52%
+13,127
62
$1.49M 0.52%
+26,586
63
$1.48M 0.52%
+24,728
64
$1.46M 0.51%
32,640
65
$1.46M 0.51%
+16,297
66
$1.46M 0.51%
10,793
-333
67
$1.45M 0.51%
+54,196
68
$1.43M 0.5%
+28,787
69
$1.38M 0.48%
+7,313
70
$1.38M 0.48%
+17,821
71
$1.38M 0.48%
+24,327
72
$1.38M 0.48%
+22,574
73
$1.36M 0.47%
+17,554
74
$1.33M 0.47%
6,977
+148
75
$1.33M 0.47%
+22,217
1 2
3
4 5