TCWM
Total Clarity Wealth Management Portfolio holdings
AUM $306M
AUM
$306M
AUM Growth
-$1.24M (-0.4%)
Cap. Flow
-$1.03M
Cap. Flow % of AUM
-0.34%
Top 10 Holdings %Top 10 Hldgs %
23.58%
Holding
278
New
11
Increased
–
Reduced
38
Closed
1
Top Buys
| 1 | $46.5K | |
| 2 | $17.4K | |
| 3 | $6.16K | |
| 4 | $4.08K | |
| 5 | $2.29K |
Top Sells
| 1 | $79.1K | |
| 2 | $77.9K | |
| 3 | $76.9K | |
| 4 | $73.3K | |
| 5 | $72.7K |
Sector Composition
| 1 | Technology | 9.7% |
| 2 | Financials | 6.24% |
| 3 | Consumer Discretionary | 3.67% |
| 4 | Healthcare | 3.22% |
| 5 | Industrials | 3.13% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $12.3M | 4.02% | 245,009 | – | – | |||
| $9.77M | 3.19% | 389,062 -74 | -0% | -$1.86K | |||
| $9.64M | 3.15% | 139,822 -1,130 | -0.8% | -$77.9K | |||
| $6.94M | 2.27% | 27,728 | – | – | |||
| $6.49M | 2.12% | 65,473 | – | – | |||
| $6.23M | 2.03% | 15,505 | – | – | |||
| $5.74M | 1.87% | 97,113 -542 | -0.6% | -$32.1K | |||
| $5.21M | 1.7% | 211,339 | – | – | |||
| $5.01M | 1.63% | 37,290 -400 | -1% | -$53.7K | |||
| $4.84M | 1.58% | 11,483 | – | – | |||
| $4.65M | 1.52% | 125,020 -894 | -0.7% | -$33.2K | |||
| $4.48M | 1.46% | 7,646 -125 | -2% | -$73.3K | |||
| $4.25M | 1.39% | 170,181 -1,911 | -1% | -$47.8K | |||
| $4.1M | 1.34% | 21,652 | – | – | |||
| $3.87M | 1.26% | 17,634 | – | – | |||
| $3.72M | 1.21% | 137,570 -1,589 | -1% | -$43K | |||
| $3.64M | 1.19% | 17,274 -130 | -0.8% | -$27.4K | |||
| $3.47M | 1.13% | 17,501 | – | – | |||
| $3.42M | 1.12% | 73,762 -837 | -1% | -$38.8K | |||
| $3.4M | 1.11% | 5 | – | – | |||
| $3.34M | 1.09% | 65,262 | – | – | |||
| $3.26M | 1.07% | 94,373 | – | – | |||
| $3.23M | 1.05% | 7,126 | – | – | |||
| $3.17M | 1.03% | 25,013 | – | – | |||
| $3.15M | 1.03% | 14,267 | – | – |
