TW
Transform Wealth Portfolio holdings
AUM
$1.65B
1-Year Return
19.09%
This Quarter Return
+4.24%
1 Year Return
+19.09%
3 Year Return
+48.34%
5 Year Return
+178.63%
10 Year Return
–
AUM
$1.33B
AUM Growth
+$279M
(+27%)
Cap. Flow
+$245M
Cap. Flow
% of AUM
18.35%
Top 10 Holdings %
Top 10 Hldgs %
42.16%
Holding
233
New
14
Increased
92
Reduced
88
Closed
20
Top Buys
| 1 |
Powell Industries
POWL
|
$239M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$22.1M |
| 3 |
Invesco Senior Loan ETF
BKLN
|
$15M |
| 4 |
Honeywell
HON
|
$10.8M |
| 5 |
AerCap
AER
|
$6.41M |
Top Sells
| 1 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$13.3M |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
$12.6M |
| 3 |
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
$8.83M |
| 4 |
Jabil
JBL
|
$8.58M |
| 5 |
Fortinet
FTNT
|
$7.41M |
Sector Composition
| 1 | Industrials | 21.87% |
| 2 | Technology | 18.49% |
| 3 | Healthcare | 7.93% |
| 4 | Financials | 6.28% |
| 5 | Consumer Discretionary | 4.94% |
