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
$584M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$12.7M
3
+$9.98M
4
ABBV icon
AbbVie
ABBV
+$5.6M
5
DOW icon
Dow Inc
DOW
+$5.55M

Top Sells

1
+$6M
2
+$5.91M
3
+$5.69M
4
IYW icon
iShares US Technology ETF
IYW
+$5.12M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.9M

Sector Composition

1 Technology 21.79%
2 Healthcare 12.03%
3 Financials 8.49%
4 Consumer Discretionary 7.36%
5 Communication Services 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$235K 0.04%
1,084
202
$229K 0.04%
6,125
-88,063
203
$229K 0.04%
+3,180
204
$220K 0.04%
+2,320
205
$218K 0.04%
2,661
-550
206
$217K 0.04%
+9,738
207
$212K 0.04%
5,454
-23,366
208
$211K 0.04%
41,429
-210
209
$209K 0.04%
+2,295
210
$207K 0.04%
1,883
-819
211
$207K 0.04%
+3,591
212
$204K 0.03%
+2,790
213
$202K 0.03%
+3,648
214
$200K 0.03%
+6,516
215
$163K 0.03%
11,621
216
$152K 0.03%
19,342
217
$148K 0.03%
21,874
218
$131K 0.02%
685
219
$125K 0.02%
1,518
220
$94K 0.02%
12,909
221
$35K 0.01%
2,125
222
$34K 0.01%
12,463
-1,626
223
$28K ﹤0.01%
+10,977
224
$19K ﹤0.01%
2,500
+500
225
– –
-84,902
6 7 8
9
10