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
$584M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$12.7M
3
+$9.98M
4
ABBV icon
AbbVie
ABBV
+$5.6M
5
DOW icon
Dow Inc
DOW
+$5.55M

Top Sells

1
+$6M
2
+$5.91M
3
+$5.69M
4
IYW icon
iShares US Technology ETF
IYW
+$5.12M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.9M

Sector Composition

1 Technology 21.79%
2 Healthcare 12.03%
3 Financials 8.49%
4 Consumer Discretionary 7.36%
5 Communication Services 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.61M 0.79%
98,864
+3,527
52
$4.36M 0.75%
159,080
53
$4.23M 0.72%
67,586
+9,782
54
$3.91M 0.67%
53,120
-13,883
55
$3.9M 0.67%
44,709
+32,998
56
$3.86M 0.66%
+136,521
57
$3.82M 0.65%
28,257
+1,709
58
$3.69M 0.63%
52,140
-4,040
59
$3.68M 0.63%
14,217
+1,243
60
$3.64M 0.62%
70,706
+2,521
61
$3.34M 0.57%
48,577
-26,287
62
$3.31M 0.57%
34,487
+78
63
$3.14M 0.54%
34,452
-1,669
64
$3.13M 0.54%
12,649
+830
65
$2.87M 0.49%
10,920
+225
66
$2.49M 0.43%
53,568
+3,648
67
$2.48M 0.42%
13,886
-5,231
68
$2.47M 0.42%
+40,667
69
$2.41M 0.41%
16,698
+1,697
70
$2.4M 0.41%
15,302
-1,016
71
$2.31M 0.4%
79,783
+13,814
72
$2.3M 0.39%
98,729
-2,488
73
$2.19M 0.37%
+7,842
74
$2.17M 0.37%
+14,539
75
$2M 0.34%
+15,414
1 2
3
4 5