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
$620M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$7.5M
3
+$5.88M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.59M
5
EMR icon
Emerson Electric
EMR
+$3.23M

Top Sells

1
+$16.1M
2
+$9.98M
3
+$5.91M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.43M
5
GILD icon
Gilead Sciences
GILD
+$3.76M

Sector Composition

1 Technology 21.48%
2 Healthcare 11.13%
3 Consumer Discretionary 8.52%
4 Financials 8.05%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.42M 0.71%
57,383
+8,806
52
$4.11M 0.66%
32,916
-10,224
53
$4.03M 0.65%
77,758
-2,186
54
$3.88M 0.63%
65,349
+60,418
55
$3.87M 0.62%
44,446
-263
56
$3.84M 0.62%
159,080
57
$3.8M 0.61%
96,448
-2,416
58
$3.64M 0.59%
15,065
+848
59
$3.57M 0.58%
48,560
-3,580
60
$3.5M 0.56%
13,031
+2,111
61
$3.38M 0.54%
71,978
+1,272
62
$3.34M 0.54%
132,533
+123,283
63
$3.23M 0.52%
+49,305
64
$3.06M 0.49%
26,208
-23,045
65
$3.05M 0.49%
14,936
-11,179
66
$2.88M 0.47%
183,080
+30,883
67
$2.87M 0.46%
13,481
-405
68
$2.83M 0.46%
15,649
+1,110
69
$2.81M 0.45%
+12,676
70
$2.75M 0.44%
53,424
-144
71
$2.72M 0.44%
14,775
-639
72
$2.66M 0.43%
16,185
-513
73
$2.58M 0.42%
13,539
-1,763
74
$2.52M 0.41%
151,038
+44,662
75
$2.5M 0.4%
82,933
+3,150
1 2
3
4 5