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
76
$1.32M 0.46%
+13,847
77
$1.32M 0.46%
9,063
+162
78
$1.32M 0.46%
+14,465
79
$1.31M 0.46%
+7,005
80
$1.31M 0.46%
+16,989
81
$1.31M 0.46%
+38,374
82
$1.3M 0.45%
8,595
-39
83
$1.28M 0.45%
+13,405
84
$1.27M 0.44%
24,604
-274
85
$1.26M 0.44%
+19,885
86
$1.26M 0.44%
+40,482
87
$1.25M 0.44%
+15,701
88
$1.25M 0.44%
+26,027
89
$1.24M 0.43%
+9,716
90
$1.23M 0.43%
+44,233
91
$1.22M 0.43%
+17,548
92
$1.21M 0.42%
+12,900
93
$1.16M 0.4%
23,137
+215
94
$1.13M 0.39%
+13,617
95
$1.11M 0.39%
23,120
+5,100
96
$1.07M 0.37%
13,200
+617
97
$1.07M 0.37%
+9,331
98
$1.06M 0.37%
+19,130
99
$1.05M 0.37%
+105,180
100
$1.04M 0.36%
+20,520
2 3
4
5 6