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
$672M
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$36.4M
2
+$12.1M
3
+$9.12M
4
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$7.46M
5
HPQ icon
HP
HPQ
+$7.37M

Top Sells

1
+$58.9M
2
+$28.8M
3
+$11.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.6M
5
CRM icon
Salesforce
CRM
+$6.61M

Sector Composition

1 Technology 19.54%
2 Healthcare 13.61%
3 Financials 9.28%
4 Consumer Staples 6.39%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$499K 0.07%
1,481
-611
127
$495K 0.07%
2,857
-551
128
$494K 0.07%
3,920
-52,302
129
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4,324
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130
$476K 0.07%
6,236
+2,497
131
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3,745
-38,392
132
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3,417
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133
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-406
134
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135
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3,156
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136
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2,244
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137
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138
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139
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4,728
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140
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141
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2,509
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142
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143
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-126
144
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145
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6,854
146
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4,249
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147
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+17,194
148
$386K 0.06%
4,711
-205
149
$381K 0.06%
7,506
-1,289
150
$366K 0.05%
3,661
-164
4 5
6
7 8