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
$584M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$12.7M
3
+$9.98M
4
ABBV icon
AbbVie
ABBV
+$5.6M
5
DOW icon
Dow Inc
DOW
+$5.55M

Top Sells

1
+$6M
2
+$5.91M
3
+$5.69M
4
IYW icon
iShares US Technology ETF
IYW
+$5.12M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.9M

Sector Composition

1 Technology 21.79%
2 Healthcare 12.03%
3 Financials 8.49%
4 Consumer Discretionary 7.36%
5 Communication Services 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.91M 0.33%
23,646
-732
77
$1.89M 0.32%
19,492
-11,021
78
$1.82M 0.31%
+106,376
79
$1.82M 0.31%
14,304
-6,284
80
$1.79M 0.31%
4,910
-1,785
81
$1.74M 0.3%
6,145
-6,643
82
$1.72M 0.29%
+152,197
83
$1.54M 0.26%
30,514
-1,193
84
$1.41M 0.24%
17,818
85
$1.4M 0.24%
10,485
+8,116
86
$1.39M 0.24%
22,808
+694
87
$1.34M 0.23%
11,223
-922
88
$1.34M 0.23%
19,267
-20,629
89
$1.33M 0.23%
13,299
-3,185
90
$1.32M 0.23%
35,158
-590
91
$1.25M 0.21%
32,328
-206
92
$1.2M 0.21%
6,022
+357
93
$1.16M 0.2%
8,795
-9
94
$1.11M 0.19%
16,125
+2,475
95
$1.11M 0.19%
19,617
+6,462
96
$1.1M 0.19%
21,639
-2,409
97
$1.08M 0.19%
11,829
-1,322
98
$1.06M 0.18%
15,792
-75,864
99
$1.03M 0.18%
10,134
-1,350
100
$1.02M 0.17%
10,000
-1,516
2 3
4
5 6