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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
$499M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$5.16M
2 +$3.65M
3 +$3.28M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$3.24M
5
FANG icon
Diamondback Energy
FANG
+$3.19M

Sector Composition

1 Technology 18.36%
2 Healthcare 9.15%
3 Financials 9.15%
4 Consumer Discretionary 8.04%
5 Industrials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,074
202
-14,422
203
-1,980
204
-23,449
205
-24,102
206
-2,100