TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
982
New
Increased
Reduced
Closed

Top Buys

1 +$3.26M
2 +$1.16M
3 +$688K
4
O icon
Realty Income
O
+$638K
5
BX icon
Blackstone
BX
+$601K

Top Sells

1 +$3.16M
2 +$1.1M
3 +$1.04M
4
DGX icon
Quest Diagnostics
DGX
+$417K
5
MTH icon
Meritage Homes
MTH
+$367K

Sector Composition

1 Technology 14.51%
2 Healthcare 10.53%
3 Financials 6.01%
4 Consumer Discretionary 5.8%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$177K 0.08%
+2,520
227
$175K 0.08%
+7,019
228
$173K 0.08%
+10,414
229
$173K 0.08%
+1,407
230
$172K 0.08%
+1,090
231
$172K 0.08%
+2,605
232
$170K 0.08%
+3,848
233
$168K 0.08%
+5,115
234
$166K 0.08%
+9,350
235
$165K 0.08%
+937
236
$162K 0.08%
+361
237
$160K 0.08%
+923
238
$160K 0.08%
+3,950
239
$160K 0.08%
+1,200
240
$160K 0.08%
+2,211
241
$158K 0.08%
1,710
242
$158K 0.08%
+1,058
243
$157K 0.07%
+470
244
$157K 0.07%
+4,557
245
$157K 0.07%
+7,500
246
$156K 0.07%
+656
247
$156K 0.07%
+650
248
$153K 0.07%
+1,325
249
$152K 0.07%
+5,625
250
$151K 0.07%
+4,864