TW

Transform Wealth Portfolio holdings

AUM $1.65B
1-Year Est. Return 19.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$672M
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$13.2M
3
+$9.62M
4
HPQ icon
HP
HPQ
+$8.19M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$7.86M

Top Sells

1
+$59.2M
2
+$29.6M
3
+$11.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.4M
5
ETN icon
Eaton
ETN
+$7.32M

Sector Composition

1 Technology 19.54%
2 Healthcare 13.61%
3 Financials 9.28%
4 Consumer Staples 6.39%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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