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
$238M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$21.6M
2 +$6.58M
3 +$5.31M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.83M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.79M

Top Sells

No sells this quarter

Sector Composition

1 Energy 13.12%
2 Healthcare 9.86%
3 Technology 5.93%
4 Financials 5.89%
5 Consumer Discretionary 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$205K 0.09%
+12,506
202
$204K 0.09%
+13,177
203
$203K 0.09%
+2,571
204
$189K 0.08%
+489
205
$183K 0.08%
+19,743
206
$173K 0.07%
+2,082
207
$154K 0.06%
+3,957
208
$140K 0.06%
+37,291
209
$131K 0.06%
+1,873