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
$577M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$5.1M
3
+$4.12M
4
VZ icon
Verizon
VZ
+$3.13M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.69M

Top Sells

1
+$6.54M
2
+$3.25M
3
+$3.03M
4
PRU icon
Prudential Financial
PRU
+$2.57M
5
EME icon
Emcor
EME
+$2.27M

Sector Composition

1 Technology 17.02%
2 Healthcare 12.98%
3 Financials 11.39%
4 Energy 8.72%
5 Industrials 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.84M 0.49%
35,497
-5,862
77
$2.4M 0.42%
15,356
+1,033
78
$2.34M 0.41%
29,250
-1,460
79
$2.33M 0.4%
27,391
-5,800
80
$2.31M 0.4%
26,281
+295
81
$2.3M 0.4%
52,400
-40,800
82
$2.26M 0.39%
19,667
+1,107
83
$2.25M 0.39%
58,853
+3,576
84
$2.23M 0.39%
60,267
+3,539
85
$2.15M 0.37%
69,749
+2,914
86
$2.07M 0.36%
18,938
+906
87
$2.05M 0.36%
65,889
+4,269
88
$2.05M 0.35%
26,431
+1,585
89
$2.03M 0.35%
20,096
+1,238
90
$2M 0.35%
18,690
+926
91
$1.99M 0.34%
9,533
+17
92
$1.94M 0.34%
43,989
-5,947
93
$1.92M 0.33%
21,785
+3,496
94
$1.87M 0.33%
32,357
+1,172
95
$1.87M 0.32%
25,369
+1,137
96
$1.77M 0.31%
92,001
-816
97
$1.65M 0.29%
47,262
+2,550
98
$1.65M 0.29%
14,600
-7,200
99
$1.63M 0.28%
9,770
+485
100
$1.57M 0.27%
33,823
+2,286
2 3
4
5 6