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
76
$1.17M 0.44%
8,646
+964
77
$1.16M 0.43%
5,301
+383
78
$1.14M 0.43%
+6,355
79
$1.13M 0.42%
22,400
+1,693
80
$1.12M 0.42%
9,391
-396
81
$1.12M 0.42%
13,942
-690
82
$1.12M 0.42%
58,080
-10,500
83
$1.11M 0.42%
16,669
-6,526
84
$1.08M 0.41%
+34,822
85
$1.08M 0.41%
3,962
+306
86
$1.08M 0.4%
+33,291
87
$1.07M 0.4%
13,559
+951
88
$1.07M 0.4%
15,751
+6,209
89
$1.07M 0.4%
15,082
+1,384
90
$1.05M 0.39%
7,776
+964
91
$1.04M 0.39%
+14,294
92
$1.03M 0.38%
+15,428
93
$1.02M 0.38%
7,698
+645
94
$1.02M 0.38%
+7,720
95
$1.02M 0.38%
+6,617
96
$1.01M 0.38%
108,180
-3,630
97
$1M 0.38%
+23,430
98
$1M 0.38%
12,228
-4,800
99
$997K 0.37%
8,014
+904
100
$989K 0.37%
12,602
-13,449
2 3
4
5 6