TW
Transform Wealth Portfolio holdings
AUM
$1.65B
This Quarter Return
+7.54%
1 Year Return
+19.09%
3 Year Return
+48.34%
5 Year Return
+178.63%
10 Year Return
–
AUM
$543M
AUM Growth
+$543M
(+89%)
Cap. Flow
+$241M
Cap. Flow
% of AUM
44.5%
Top 10 Holdings %
Top 10 Hldgs %
17.46%
Holding
259
New
48
Increased
117
Reduced
47
Closed
11
Top Buys
| 1 |
Cisco
CSCO
|
$7.84M |
| 2 |
Accenture
ACN
|
$7.71M |
| 3 |
Microsoft
MSFT
|
$7.4M |
| 4 |
Allstate
ALL
|
$7.27M |
| 5 |
DuPont de Nemours
DD
|
$6.92M |
Top Sells
| 1 |
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
|
$2.62M |
| 2 |
Antero Resources
AR
|
$1.36M |
| 3 |
CN
Xtrackers MSCI All China Equity ETF
CN
|
$1.23M |
| 4 |
Zimmer Biomet
ZBH
|
$1.17M |
| 5 |
GSD
WisdomTree Global SmallCap Dividend Fund
GSD
|
$938K |
Sector Composition
| 1 | Technology | 16.41% |
| 2 | Financials | 14.45% |
| 3 | Healthcare | 11.41% |
| 4 | Industrials | 7.51% |
| 5 | Consumer Discretionary | 6.31% |
