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
51
$3.6M 0.66%
72,463
+4,355
52
$3.5M 0.64%
64,948
+4,013
53
$3.45M 0.64%
187,230
+11,500
54
$3.36M 0.62%
+71,030
55
$3.28M 0.6%
18,845
+679
56
$3.23M 0.6%
+40,900
57
$3.12M 0.57%
17,649
+1,180
58
$3.11M 0.57%
60,444
+3,368
59
$3.05M 0.56%
14,988
+1,883
60
$3.01M 0.56%
15,311
+435
61
$3.01M 0.55%
49,541
+2,571
62
$2.97M 0.55%
+36,096
63
$2.92M 0.54%
46,506
+1,312
64
$2.88M 0.53%
+134,000
65
$2.77M 0.51%
+27,855
66
$2.75M 0.51%
+61,600
67
$2.74M 0.5%
83,211
+5,202
68
$2.74M 0.5%
52,332
+3,753
69
$2.74M 0.5%
9,279
+720
70
$2.72M 0.5%
49,232
+11,083
71
$2.67M 0.49%
24,993
+11,146
72
$2.6M 0.48%
49,013
+20,226
73
$2.53M 0.47%
98,440
+8,740
74
$2.53M 0.47%
+95,392
75
$2.52M 0.47%
+110,200
1 2
3
4 5