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
251
$151K 0.07%
+476
252
$148K 0.07%
1,193
-813
253
$148K 0.07%
+714
254
$148K 0.07%
+3,469
255
$145K 0.07%
+605
256
$145K 0.07%
+562
257
$142K 0.07%
+615
258
$142K 0.07%
+2,013
259
$140K 0.07%
+2,800
260
$139K 0.07%
+3,425
261
$138K 0.07%
+1,566
262
$138K 0.07%
+221
263
$138K 0.07%
+3,804
264
$136K 0.06%
+930
265
$135K 0.06%
+565
266
$135K 0.06%
+4,305
267
$134K 0.06%
+6,806
268
$134K 0.06%
+6,182
269
$132K 0.06%
+952
270
$132K 0.06%
+2,616
271
$128K 0.06%
+1,464
272
$127K 0.06%
+31
273
$126K 0.06%
+5,248
274
$126K 0.06%
+2,955
275
$126K 0.06%
+1,827
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