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
$892M
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1 +$32M
2 +$9.65M
3 +$8.45M
4
CB icon
Chubb
CB
+$6.82M
5
ORLY icon
O'Reilly Automotive
ORLY
+$6.49M

Sector Composition

1 Technology 19.32%
2 Industrials 11.77%
3 Healthcare 10.99%
4 Financials 9.44%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$391K 0.04%
4,873
-592
177
$385K 0.04%
2,088
-129
178
$381K 0.04%
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179
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181
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182
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-1,131
183
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184
$362K 0.04%
12,019
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185
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186
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187
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188
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189
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190
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193
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195
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22,654
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196
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197
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6,225
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198
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3,247
199
$323K 0.04%
4,185
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200
$319K 0.04%
2,800