TCWM
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Total Clarity Wealth Management’s Capital Southwest CSWC Stock Holding History

Total Clarity Wealth Management’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-56,305
Closed -$1.23M – 297
2025
Q1 		$1.23M Hold
56,305
– – 0.4% 71
2024
Q4 		$1.23M Sell
56,305
-25,650
-31% -$604K 0.4% 71
2024
Q3 		$2.07M Sell
81,955
-1,380
-2% -$35K 0.67% 40
2024
Q2 		$2.17M Sell
83,335
-13,825
-14% -$355K 0.75% 38
2024
Q1 		$2.43M Buy
97,160
+3,100
+3% +$75.6K 0.84% 30
2023
Q4 		$2.23M Buy
+94,060
New +$2.1M 0.91% 25
2022
Q1 		– Sell
-3,136
Closed -$79K – 352
2021
Q4 		$79K Buy
3,136
+386
+14% +$10.3K 0.04% 342
2021
Q3 		$69K Buy
+2,750
New +$71.6K 0.03% 357

Other funds holding CSWC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Total Clarity Wealth Management's CSWC Position: Q2 2025 in Review

Total Clarity Wealth Management sold out of Capital Southwest (CSWC) in Q2 2025, closing a stake of 56,305 shares — an estimated $1.23M sold.

Total Clarity Wealth Management first reported a position in CSWC in Q3 2021 and held it in 8 quarters. The position peaked at $2.43M in Q1 2024. 177 funds tracked by Wall St. Rank hold CSWC as of Q2 2025.

  • Total Clarity Wealth Management reported no remaining Capital Southwest position as of Q2 2025 after selling out during the quarter.
  • Total Clarity Wealth Management sold 56,305 Capital Southwest shares in Q2 2025, an estimated $1.23M.
  • Total Clarity Wealth Management first reported a position in Capital Southwest in Q3 2021 and held it in 8 quarters.
  • Total Clarity Wealth Management's Capital Southwest position peaked at $2.43M in Q1 2024.
  • 177 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2025.

Based on Total Clarity Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.