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 | |
|---|---|---|---|---|---|---|---|
| $237K | 0.08% | 12,800 | – | – | |||
| $237K | 0.08% | 5,428 | – | – | |||
| $232K | 0.08% | 23,333 | – | – | |||
| $230K | 0.07% | 601 | – | – | |||
| $229K | 0.07% | 686 | – | – | |||
| $229K | 0.07% | 4,637 | – | – | |||
| $228K | 0.07% | 10,696 | – | – | |||
| $224K | 0.07% | 921 | – | – | |||
| $222K | 0.07% | 1,617 | – | – | |||
| $221K | 0.07% | 13,932 | – | – | |||
| $221K | 0.07% | 454 | – | – | |||
| $220K | 0.07% | 7,720 | – | – | |||
| $217K | 0.07% | 3,662 | – | – | |||
| $215K | 0.07% | 4,967 | – | – | |||
| $215K | 0.07% | 6,655 | – | – | |||
| $213K | 0.07% | 3,423 | – | – | |||
| $212K | 0.07% | 2,185 | – | – | |||
| $211K | 0.07% | 2,175 | – | – | |||
| $211K | 0.07% | 10,621 | – | – | |||
| $210K | 0.07% | 613 | – | – | |||
| $210K | 0.07% | 4,240 | – | – | |||
| $209K | 0.07% | 13,325 | – | – | |||
| $208K | 0.07% | 7,050 | – | – | |||
| $205K | 0.07% | 624 | – | – | |||
| $204K | 0.07% | 1,232 | – | – |
