TW
Transform Wealth Portfolio holdings
AUM
$1.65B
This Quarter Return
+17.89%
1 Year Return
+19.09%
3 Year Return
+48.34%
5 Year Return
+178.63%
10 Year Return
–
AUM
$1.51B
AUM Growth
+$1.51B
(+13%)
Cap. Flow
+$24.4M
Cap. Flow
% of AUM
1.62%
Top 10 Holdings %
Top 10 Hldgs %
46.36%
Holding
237
New
24
Increased
90
Reduced
69
Closed
21
Top Buys
| 1 |
Broadcom
AVGO
|
$26.6M |
| 2 |
FlexShares Quality Dividend Index Fund
QDF
|
$13.9M |
| 3 |
Salesforce
CRM
|
$13.8M |
| 4 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
$11.8M |
| 5 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
$11.5M |
Top Sells
| 1 |
Lam Research
LRCX
|
$26.2M |
| 2 |
Invesco Senior Loan ETF
BKLN
|
$26.1M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$22.1M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$18.4M |
| 5 |
Innovator US Equity Power Buffer ETF January
PJAN
|
$15.7M |
Sector Composition
| 1 | Industrials | 29.53% |
| 2 | Technology | 16.91% |
| 3 | Healthcare | 6.72% |
| 4 | Financials | 5.74% |
| 5 | Consumer Discretionary | 4.84% |
