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
$1.03B
AUM Growth
+$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.4M
3
+$8.35M
4
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$6.87M
5
WELL icon
Welltower
WELL
+$6.74M

Top Sells

1
+$19.1M
2
+$9.68M
3
+$6.44M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$6.22M
5
CSCO icon
Cisco
CSCO
+$6.01M

Sector Composition

1 Technology 23.09%
2 Healthcare 9.88%
3 Financials 7.16%
4 Consumer Discretionary 6.63%
5 Industrials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$320K 0.03%
5,647
+263
202
$309K 0.03%
3,906
-29
203
$309K 0.03%
34,800
204
$305K 0.03%
2,244
-16
205
$302K 0.03%
5,384
+9
206
$302K 0.03%
2,647
-100
207
$301K 0.03%
664
+26
208
$292K 0.03%
31,546
209
$289K 0.03%
23,755
210
$287K 0.03%
1,348
+218
211
$287K 0.03%
1,735
212
$278K 0.03%
917
213
$275K 0.03%
4,970
+215
214
$268K 0.03%
3,263
-735
215
$245K 0.02%
4,805
216
$240K 0.02%
7,633
-1,292
217
$240K 0.02%
4,133
-6,139
218
$232K 0.02%
946
-84
219
$230K 0.02%
4,200
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220
$229K 0.02%
4,335
-252
221
$228K 0.02%
1,047
-11,159
222
$227K 0.02%
38,477
+12,233
223
$224K 0.02%
+946
224
$220K 0.02%
+180
225
$220K 0.02%
+4,460
7 8
9
10 11