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
101
$1.03M 0.36%
+8,616
102
$983K 0.34%
7,233
-2,394
103
$940K 0.33%
31,424
-927
104
$938K 0.33%
+40,591
105
$929K 0.32%
11,492
-22,143
106
$925K 0.32%
+24,279
107
$916K 0.32%
+16,976
108
$907K 0.32%
18,722
+126
109
$898K 0.31%
+10,952
110
$897K 0.31%
+8,465
111
$875K 0.31%
+10,642
112
$859K 0.3%
+17,050
113
$855K 0.3%
+4,776
114
$830K 0.29%
+24,679
115
$826K 0.29%
+5,913
116
$809K 0.28%
+79,668
117
$808K 0.28%
+16,339
118
$799K 0.28%
27,363
-1,333
119
$798K 0.28%
+29,700
120
$770K 0.27%
+5,922
121
$758K 0.26%
+6,186
122
$752K 0.26%
+11,715
123
$750K 0.26%
+9,642
124
$737K 0.26%
10,111
-11,039
125
$732K 0.26%
+7,190
3 4
5
6 7