TW
Transform Wealth Portfolio holdings
AUM
$1.65B
1-Year Return
19.09%
This Quarter Return
+21.49%
1 Year Return
+19.09%
3 Year Return
+48.34%
5 Year Return
+178.63%
10 Year Return
–
AUM
$584M
AUM Growth
+$115M
(+24%)
Cap. Flow
+$25.8M
Cap. Flow
% of AUM
4.42%
Top 10 Holdings %
Top 10 Hldgs %
26.52%
Holding
242
New
36
Increased
72
Reduced
100
Closed
18
Top Buys
| 1 |
Innovator US Equity Power Buffer ETF June
PJUN
|
$16.1M |
| 2 |
iShares Gold Trust
IAU
|
$12.7M |
| 3 |
Innovator US Equity Power Buffer ETF May
PMAY
|
$9.98M |
| 4 |
AbbVie
ABBV
|
$5.6M |
| 5 |
Dow Inc
DOW
|
$5.55M |
Top Sells
| 1 |
Walt Disney
DIS
|
$6M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$5.91M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$5.69M |
| 4 |
iShares US Technology ETF
IYW
|
$5.12M |
| 5 |
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% |
