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
$286M
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$8.31M
3
+$6.88M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.31M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.81M

Top Sells

1
+$2.19M
2
+$1.79M
3
+$1.49M
4
ADBE icon
Adobe
ADBE
+$1.15M
5
ENB icon
Enbridge
ENB
+$890K

Sector Composition

1 Healthcare 11.37%
2 Technology 10.38%
3 Financials 9.09%
4 Energy 6.86%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$332K 0.12%
1,400
177
$315K 0.11%
+1,352
178
$315K 0.11%
+3,150
179
$311K 0.11%
+2,626
180
$300K 0.1%
2,742
-6,968
181
$299K 0.1%
2,262
182
$299K 0.1%
3,034
+145
183
$298K 0.1%
10,635
184
$295K 0.1%
+2,805
185
$293K 0.1%
+1,977
186
$275K 0.1%
+4,014
187
$272K 0.1%
3,875
188
$268K 0.09%
+1,900
189
$267K 0.09%
+11,000
190
$261K 0.09%
4,087
191
$255K 0.09%
54,105
-3,399
192
$247K 0.09%
6,407
+202
193
$246K 0.09%
+1,370
194
$229K 0.08%
12,215
+455
195
$227K 0.08%
+7,204
196
$225K 0.08%
+33,855
197
$209K 0.07%
+6,600
198
$209K 0.07%
+2,200
199
$208K 0.07%
+9,750
200
$204K 0.07%
+3,135
5 6 7
8
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