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
$1.05B
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$10.2M
3
+$9.29M
4
LPLA icon
LPL Financial
LPLA
+$8.4M
5
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$7.88M

Top Sells

1
+$9.67M
2
+$9.44M
3
+$8.54M
4
BAUG icon
Innovator US Equity Buffer ETF August
BAUG
+$8.35M
5
NXPI icon
NXP Semiconductors
NXPI
+$8.18M

Sector Composition

1 Technology 22.89%
2 Healthcare 9.88%
3 Financials 7.75%
4 Consumer Discretionary 6.55%
5 Communication Services 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$898K 0.09%
64,763
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127
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6,225
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812
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150
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4 5
6
7 8