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 | |
|---|---|---|---|---|---|---|---|
| $204K | 0.07% | 5,550 | – | – | |||
| $204K | 0.07% | 9,862 | – | – | |||
| $193K | 0.06% | 28,463 | – | – | |||
| $165K | 0.05% | 15,246 | – | – | |||
| $164K | 0.05% | 17,455 -87 | -0.5% | -$818 | |||
| $162K | 0.05% | 25,313 | – | – | |||
| $154K | 0.05% | 16,355 | – | – | |||
| $140K | 0.05% | 14,854 | – | – | |||
| $129K | 0.04% | 42,756 | – | – | |||
| $128K | 0.04% | 11,318 | – | – | |||
| $119K | 0.04% | 32,558 | – | – | |||
| $113K | 0.04% | 16,513 | – | – | |||
| $101K | 0.03% | 131,579 | – | – | |||
| $95.3K | 0.03% | 12,122 | – | – | |||
| $83.4K | 0.03% | 144,036 | – | – | |||
| $81.3K | 0.03% | 14,408 | – | – | |||
| $46.5K | 0.02% | 329 | New | +$46.5K | |||
| $17.4K | 0.01% | 163 | New | +$17.4K | |||
| $6.16K | 0% | 110 | New | +$6.16K | |||
| $4.08K | 0% | 80 | New | +$4.08K | |||
| $2.29K | 0% | 185 | New | +$2.29K | |||
| $1.57K | 0% | 700 | New | +$1.57K | |||
| $1.39K | 0% | 641 | New | +$1.39K | |||
| $803 | 0% | 57 | New | +$803 | |||
| $51 | 0% | 43 | New | +$51 |
