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
151
$481K 0.08%
8,592
-12,208
152
$480K 0.08%
15,477
+1,091
153
$480K 0.08%
20,040
-2,556
154
$477K 0.08%
6,174
-23,043
155
$462K 0.08%
7,423
-250
156
$450K 0.08%
283
-115
157
$436K 0.07%
3,242
+603
158
$431K 0.07%
4,973
-193
159
$416K 0.07%
+7,314
160
$415K 0.07%
12,311
-2,986
161
$392K 0.07%
+5,902
162
$390K 0.07%
6,321
-1,275
163
$390K 0.07%
4,255
-860
164
$387K 0.07%
2,006
+641
165
$385K 0.07%
920
+40
166
$380K 0.07%
3,376
+300
167
$372K 0.06%
4,800
-900
168
$371K 0.06%
1,978
+386
169
$364K 0.06%
3,291
-53,406
170
$360K 0.06%
17,100
-250
171
$357K 0.06%
27,200
172
$357K 0.06%
20,469
-3,200
173
$343K 0.06%
5,937
-358
174
$331K 0.06%
+11,804
175
$320K 0.05%
47,422
5 6
7
8 9