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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
$486M
AUM Growth
-$90.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1 +$9.3M
2 +$6.09M
3 +$5.61M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$3.89M
5
HCA icon
HCA Healthcare
HCA
+$2.66M

Sector Composition

1 Technology 17.72%
2 Healthcare 14.97%
3 Financials 10.91%
4 Communication Services 8.08%
5 Energy 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-69,749
202
-11,414
203
-32,357
204
-84,144
205
-17,588
206
-52,400
207
-39,043
208
-36,300
209
-10,000
210
-10,353