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
176
$316K 0.05%
4,632
-8,366
177
$316K 0.05%
13,636
178
$315K 0.05%
+2,463
179
$307K 0.05%
+5,206
180
$302K 0.05%
2,573
-132
181
$302K 0.05%
9,250
-1,390
182
$300K 0.05%
4,276
-74
183
$297K 0.05%
3,050
+173
184
$295K 0.05%
2,264
-2,002
185
$293K 0.05%
2,074
-46
186
$290K 0.05%
23,682
+2,076
187
$282K 0.05%
7,193
-520
188
$281K 0.05%
2,868
-22
189
$276K 0.05%
8,364
-9,714
190
$275K 0.05%
+1,834
191
$275K 0.05%
12,059
-556
192
$272K 0.05%
1,897
-10,531
193
$266K 0.05%
+4,931
194
$265K 0.05%
5,652
-2,686
195
$258K 0.04%
+1,405
196
$258K 0.04%
3,676
197
$257K 0.04%
5,179
198
$250K 0.04%
+4,995
199
$245K 0.04%
+1,770
200
$242K 0.04%
+3,218
6 7
8
9 10