TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $376M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.98M
3
+$2.21M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.68M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.54M

Top Sells

1
+$3.13M
2
+$2.35M
3
+$2.24M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.36M
5
VTRS icon
Viatris
VTRS
+$1.35M

Sector Composition

1 Technology 14.82%
2 Healthcare 8.97%
3 Financials 6.32%
4 Consumer Discretionary 5.66%
5 Real Estate 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$183K 0.08%
678
227
$181K 0.08%
3,848
228
$180K 0.08%
3,775
+350
229
$179K 0.08%
800
-175
230
$176K 0.08%
4,050
+100
231
$176K 0.08%
714
232
$173K 0.08%
2,550
233
$172K 0.08%
2,011
-530
234
$170K 0.08%
4,600
-700
235
$168K 0.08%
+730
236
$168K 0.08%
1,772
237
$167K 0.08%
2,768
-2
238
$167K 0.08%
3,775
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239
$166K 0.08%
1,535
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240
$165K 0.07%
11,000
-1,950
241
$164K 0.07%
1,401
+1,072
242
$164K 0.07%
486
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243
$163K 0.07%
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244
$163K 0.07%
1,325
245
$162K 0.07%
1,032
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246
$161K 0.07%
470
247
$159K 0.07%
4,146
-1,877
248
$158K 0.07%
665
+150
249
$157K 0.07%
2,085
+1,045
250
$156K 0.07%
1,193
8 9
10
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