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
$620M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$7.5M
3
+$5.88M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.59M
5
EMR icon
Emerson Electric
EMR
+$3.23M

Top Sells

1
+$16.1M
2
+$9.98M
3
+$5.91M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.43M
5
GILD icon
Gilead Sciences
GILD
+$3.76M

Sector Composition

1 Technology 21.48%
2 Healthcare 11.13%
3 Consumer Discretionary 8.52%
4 Financials 8.05%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$303K 0.05%
4,319
-313
177
$298K 0.05%
2,019
-55
178
$298K 0.05%
3,447
-1,526
179
$295K 0.05%
47,422
180
$293K 0.05%
+20,384
181
$287K 0.05%
4,966
-29
182
$285K 0.05%
4,226
-1,676
183
$282K 0.05%
3,676
184
$281K 0.05%
1,822
-12
185
$280K 0.05%
+1,900
186
$280K 0.05%
1,872
-25
187
$270K 0.04%
2,295
188
$265K 0.04%
4,138
-1,068
189
$260K 0.04%
12,060
+1
190
$258K 0.04%
3,113
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191
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192
$251K 0.04%
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193
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5,403
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194
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195
$245K 0.04%
2,624
-37
196
$244K 0.04%
2,390
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197
$243K 0.04%
3,816
-36,851
198
$221K 0.04%
1,104
-902
199
$218K 0.04%
12,502
-86,227
200
$215K 0.03%
2,790
6 7
8
9 10