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
251
$156K 0.07%
7,500
252
$155K 0.07%
892
+85
253
$152K 0.07%
2,144
-9,450
254
$151K 0.07%
4,876
+12
255
$151K 0.07%
2,013
256
$150K 0.07%
551
+15
257
$150K 0.07%
3,625
+156
258
$148K 0.07%
605
259
$148K 0.07%
3,308
+353
260
$147K 0.07%
656
261
$145K 0.07%
6,806
262
$144K 0.07%
565
263
$142K 0.06%
1,845
+18
264
$141K 0.06%
1,566
265
$140K 0.06%
2,371
+35
266
$140K 0.06%
942
+12
267
$139K 0.06%
3,804
268
$138K 0.06%
752
-29
269
$138K 0.06%
2,800
270
$137K 0.06%
4,137
+3,322
271
$137K 0.06%
813
+713
272
$136K 0.06%
3,029
+1,529
273
$135K 0.06%
1,300
-2,232
274
$133K 0.06%
2,893
+698
275
$132K 0.06%
1,875
-336
9 10
11
12 13