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
251
$204K 0.07%
5,550
252
$204K 0.07%
9,862
253
$193K 0.06%
28,463
254
$165K 0.05%
15,246
255
$164K 0.05%
17,455
-87
256
$162K 0.05%
25,313
257
$154K 0.05%
16,355
258
$140K 0.05%
14,854
259
$129K 0.04%
4,276
260
$128K 0.04%
11,318
261
$119K 0.04%
32,558
262
$113K 0.04%
16,513
263
$101K 0.03%
131,579
264
$95.3K 0.03%
12,122
265
$83.4K 0.03%
144,036
266
$81.3K 0.03%
14,408
267
$46.5K 0.02%
+329
268
$17.4K 0.01%
+163
269
$6.16K ﹤0.01%
+110
270
$4.08K ﹤0.01%
+80
271
$2.29K ﹤0.01%
+185
272
$1.57K ﹤0.01%
+700
273
$1.39K ﹤0.01%
+641
274
$803 ﹤0.01%
+57
275
$51 ﹤0.01%
+43
8 9 10
11
12