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
101
$1.77M 0.33%
25,458
+730
102
$1.76M 0.33%
29,769
+5,165
103
$1.75M 0.32%
27,040
+610
104
$1.74M 0.32%
16,699
+402
105
$1.73M 0.32%
28,526
+826
106
$1.71M 0.31%
+42,800
107
$1.7M 0.31%
+15,400
108
$1.7M 0.31%
95,526
+78
109
$1.62M 0.3%
41,991
+1,509
110
$1.62M 0.3%
+19,800
111
$1.6M 0.29%
26,378
+2,051
112
$1.57M 0.29%
23,090
+873
113
$1.57M 0.29%
16,894
+1,193
114
$1.57M 0.29%
27,846
+1,785
115
$1.56M 0.29%
7,697
+692
116
$1.55M 0.29%
7,409
+432
117
$1.54M 0.28%
32,640
118
$1.53M 0.28%
+17,200
119
$1.53M 0.28%
34,030
-330
120
$1.51M 0.28%
7,948
+635
121
$1.5M 0.28%
13,914
+10,880
122
$1.48M 0.27%
28,205
+2,178
123
$1.43M 0.26%
8,741
+146
124
$1.41M 0.26%
14,480
+1,075
125
$1.38M 0.25%
18,345
+1,356
3 4
5
6 7