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
76
$2.51M 0.46%
+124,400
77
$2.47M 0.46%
14,111
+1,126
78
$2.45M 0.45%
9,810
+718
79
$2.38M 0.44%
28,442
+17,490
80
$2.35M 0.43%
27,882
+1,196
81
$2.34M 0.43%
32,189
+2,144
82
$2.23M 0.41%
21,333
+12,270
83
$2.18M 0.4%
+32,700
84
$2.16M 0.4%
+53,200
85
$2.13M 0.39%
124,569
-11,877
86
$2.1M 0.39%
30,633
+1,999
87
$2.04M 0.38%
10,982
+846
88
$2.03M 0.37%
+16,925
89
$2M 0.37%
30,276
+3,690
90
$1.95M 0.36%
63,617
-1,707
91
$1.95M 0.36%
65,989
+5,356
92
$1.88M 0.35%
58,949
+4,753
93
$1.86M 0.34%
29,335
+2,947
94
$1.86M 0.34%
+49,192
95
$1.81M 0.33%
22,580
+16,431
96
$1.8M 0.33%
19,634
+2,080
97
$1.8M 0.33%
5,663
+388
98
$1.79M 0.33%
54,273
-1,171
99
$1.78M 0.33%
16,938
+469
100
$1.78M 0.33%
+19,429
2 3
4
5 6