TW
Transform Wealth Portfolio holdings
AUM
$1.65B
This Quarter Return
+13.36%
1 Year Return
+19.09%
3 Year Return
+48.34%
5 Year Return
+178.63%
10 Year Return
–
AUM
$538M
AUM Growth
+$538M
(+11%)
Cap. Flow
-$850K
Cap. Flow
% of AUM
-0.16%
Top 10 Holdings %
Top 10 Hldgs %
23.3%
Holding
191
New
9
Increased
67
Reduced
77
Closed
27
Top Buys
| 1 |
Aflac
AFL
|
$4.19M |
| 2 |
Prudential Financial
PRU
|
$4.18M |
| 3 |
Synchrony
SYF
|
$3.68M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$3.63M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$2.92M |
Top Sells
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$6.3M |
| 2 |
Cigna
CI
|
$3.54M |
| 3 |
Industrial Select Sector SPDR Fund
XLI
|
$2.57M |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
$2.44M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$2.21M |
Sector Composition
| 1 | Technology | 19.17% |
| 2 | Financials | 13.18% |
| 3 | Healthcare | 11.93% |
| 4 | Energy | 7.44% |
| 5 | Communication Services | 6.98% |
