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Transform Wealth Portfolio holdings

AUM $1.65B
1-Year Est. Return 19.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.8B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$60.1M
2
+$25.2M
3
+$18.8M
4
LRCX icon
Lam Research
LRCX
+$18.1M
5
IAU icon
iShares Gold Trust
IAU
+$14.7M

Top Sells

1
+$19.9M
2
+$12.9M
3
+$12.3M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$11.8M
5
AIG icon
American International
AIG
+$9.46M

Sector Composition

1 Industrials 25.18%
2 Technology 17.5%
3 Financials 5.53%
4 Healthcare 4.97%
5 Consumer Discretionary 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHD icon
76
Schwab US Dividend Equity ETF
SCHD
$95.7B
$5.27M 0.29%
192,865
+53,845
UNH icon
77
UnitedHealth
UNH
$370B
$5M 0.28%
9,890
-1,618
QDF icon
78
FlexShares Quality Dividend Index Fund
QDF
$2.2B
$4.8M 0.27%
68,027
-276,656
V icon
79
Visa
V
$634B
$4.68M 0.26%
14,795
+7,206
CLOZ icon
80
Panagram BBB-B CLO ETF
CLOZ
$686M
$4.62M 0.26%
170,246
-28,877
JBBB icon
81
Janus Henderson B-BBB CLO ETF
JBBB
$1.21B
$4.6M 0.26%
93,550
-15,768
LEN icon
82
Lennar Class A
LEN
$22.1B
$4.56M 0.25%
34,560
+1,285
VFLO icon
83
VictoryShares Free Cash Flow ETF
VFLO
$7.58B
$4.52M 0.25%
132,652
+14,971
SCHG icon
84
Schwab US Large-Cap Growth ETF
SCHG
$59.3B
$4.5M 0.25%
161,337
+36,065
ISRG icon
85
Intuitive Surgical
ISRG
$148B
$4.28M 0.24%
8,205
+3,199
RUNN icon
86
Strategic Trust Running Oak Efficient Growth ETF
RUNN
$344M
$4.27M 0.24%
130,191
+68,195
SPYV icon
87
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.5B
$4.25M 0.24%
83,053
+4,262
WM icon
88
Waste Management
WM
$87.8B
$4.16M 0.23%
20,613
+7,920
TSM icon
89
TSMC
TSM
$2.21T
$3.97M 0.22%
20,066
+2,117
LOW icon
90
Lowe's Companies
LOW
$126B
$3.59M 0.2%
14,565
+296
MRK icon
91
Merck
MRK
$284B
$3.58M 0.2%
35,678
+3,039
SHY icon
92
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$3.55M 0.2%
+43,290
SJNK icon
93
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.81B
$3.49M 0.19%
+138,320
CGDV icon
94
Capital Group Dividend Value ETF
CGDV
$35.8B
$3.39M 0.19%
96,141
+41,892
VGIT icon
95
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.1B
$3.38M 0.19%
+58,328
RSP icon
96
Invesco S&P 500 Equal Weight ETF
RSP
$92B
$3.34M 0.19%
19,074
+4,162
MOAT icon
97
VanEck Morningstar Wide Moat ETF
MOAT
$11.7B
$3.34M 0.19%
36,000
-4,001
DELL icon
98
Dell
DELL
$262B
$3.32M 0.18%
28,783
-1,344
MLPX icon
99
Global X MLP & Energy Infrastructure ETF
MLPX
$3.42B
$3.28M 0.18%
54,107
-11,348
HPE icon
100
Hewlett Packard
HPE
$64.1B
$2.95M 0.16%
137,245
-3,451
2 3
4
5 6