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
101
$1M 0.17%
17,019
-38,216
102
$932K 0.16%
5,514
-28
103
$897K 0.15%
9,607
-1,165
104
$826K 0.14%
29,370
-1,905
105
$818K 0.14%
18,283
+558
106
$803K 0.14%
8,761
+664
107
$803K 0.14%
21,800
-12,950
108
$797K 0.14%
12,928
-19,975
109
$792K 0.14%
+17,952
110
$784K 0.13%
4,351
-759
111
$778K 0.13%
31,254
+23,118
112
$775K 0.13%
4,951
+78
113
$772K 0.13%
18,221
-324
114
$768K 0.13%
42,292
-4,900
115
$746K 0.13%
1,371
+30
116
$746K 0.13%
2,518
+284
117
$736K 0.13%
4,324
-165
118
$726K 0.12%
11,623
-29
119
$723K 0.12%
2,166
-97
120
$718K 0.12%
+12,422
121
$707K 0.12%
7,259
-4,040
122
$706K 0.12%
7,230
-27,190
123
$706K 0.12%
3,411
-2,014
124
$700K 0.12%
8,883
125
$688K 0.12%
39,879
-5,136
3 4
5
6 7