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
$306M
AUM Growth
-$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$46.5K
2
+$17.4K
3
+$6.16K
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$4.08K
5
CDMO
Avid Bioservices, Inc. Common Stock
CDMO
+$2.29K

Top Sells

1
+$206K
2
+$79.1K
3
+$77.9K
4
CGUS icon
Capital Group Core Equity ETF
CGUS
+$76.9K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$73.3K

Sector Composition

1 Technology 9.58%
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 Change
in Stake 		Capital Flow
226
$237K 0.08%
12,800
227
$237K 0.08%
5,428
228
$232K 0.08%
23,333
229
$230K 0.08%
601
230
$229K 0.07%
686
231
$229K 0.07%
4,637
232
$228K 0.07%
10,696
233
$224K 0.07%
921
234
$222K 0.07%
1,617
235
$221K 0.07%
13,932
236
$221K 0.07%
454
237
$220K 0.07%
7,720
238
$217K 0.07%
3,662
239
$215K 0.07%
4,967
240
$215K 0.07%
6,655
241
$213K 0.07%
3,423
242
$212K 0.07%
2,185
243
$211K 0.07%
2,175
244
$211K 0.07%
10,621
245
$210K 0.07%
613
246
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4,240
247
$209K 0.07%
13,325
248
$208K 0.07%
7,050
249
$205K 0.07%
624
250
$204K 0.07%
1,232
8 9
10
11 12