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
$680M
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$19.9M
3
+$19.1M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$15.6M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$14.9M

Top Sells

1
+$11.4M
2
+$5.66M
3
+$5.26M
4
CNC icon
Centene
CNC
+$3.65M
5
EEFT icon
Euronet Worldwide
EEFT
+$3.49M

Sector Composition

1 Technology 13.79%
2 Financials 10.88%
3 Healthcare 7.55%
4 Communication Services 5.32%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.81M 0.27%
50,244
-312
102
$1.72M 0.25%
79,389
+1,164
103
$1.67M 0.25%
38,101
+2,653
104
$1.64M 0.24%
+64,976
105
$1.61M 0.24%
21,983
-312
106
$1.6M 0.24%
20,892
-17,399
107
$1.59M 0.23%
848
+698
108
$1.47M 0.22%
+7,154
109
$1.47M 0.22%
50,892
-48,700
110
$1.47M 0.22%
27,938
-69,525
111
$1.46M 0.21%
8,368
-1,818
112
$1.44M 0.21%
21,912
+8,012
113
$1.43M 0.21%
14,949
+683
114
$1.41M 0.21%
31,840
-45,260
115
$1.4M 0.21%
6,823
-177
116
$1.3M 0.19%
22,450
-21,050
117
$1.28M 0.19%
+5,362
118
$1.27M 0.19%
17,798
+3,202
119
$1.27M 0.19%
8,150
-2,176
120
$1.24M 0.18%
13,606
-12,708
121
$1.24M 0.18%
65,175
-20,583
122
$1.23M 0.18%
+6,735
123
$1.21M 0.18%
+17,872
124
$1.16M 0.17%
+25,594
125
$1.15M 0.17%
+12,653
3 4
5
6 7