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
$1.03B
AUM Growth
+$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.4M
3
+$8.35M
4
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$6.87M
5
WELL icon
Welltower
WELL
+$6.74M

Top Sells

1
+$19.1M
2
+$9.68M
3
+$6.44M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$6.22M
5
CSCO icon
Cisco
CSCO
+$6.01M

Sector Composition

1 Technology 23.09%
2 Healthcare 9.88%
3 Financials 7.16%
4 Consumer Discretionary 6.63%
5 Industrials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$454K 0.04%
1,902
+46
177
$452K 0.04%
2,589
-182
178
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+3,530
179
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180
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+122
181
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18,072
+3,220
182
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3,044
-302
183
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184
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36,425
185
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186
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13,545
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187
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188
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2,385
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189
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4,020
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190
$382K 0.04%
21,577
191
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192
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193
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194
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195
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196
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4,131
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197
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6,864
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198
$336K 0.03%
72,848
199
$332K 0.03%
20,995
+1,400
200
$320K 0.03%
8,833
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