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
276
$125K 0.06%
+536
277
$124K 0.06%
+2,507
278
$123K 0.06%
+2,336
279
$121K 0.06%
+1,106
280
$121K 0.06%
+807
281
$121K 0.06%
+4,950
282
$120K 0.06%
+1,455
283
$117K 0.06%
+204
284
$117K 0.06%
+2,550
285
$116K 0.06%
+3,483
286
$115K 0.05%
+2,800
287
$115K 0.05%
+1,021
288
$115K 0.05%
+850
289
$114K 0.05%
+911
290
$113K 0.05%
+974
291
$111K 0.05%
+7,886
292
$110K 0.05%
+1,322
293
$109K 0.05%
+1,725
294
$108K 0.05%
+480
295
$108K 0.05%
+2,739
296
$107K 0.05%
+642
297
$107K 0.05%
+836
298
$107K 0.05%
+3,336
299
$103K 0.05%
+459
300
$102K 0.05%
+7,700
10 11
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