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
276
$131K 0.06%
105
+29
277
$131K 0.06%
639
-450
278
$129K 0.06%
1,479
+15
279
$129K 0.06%
4,155
-150
280
$128K 0.06%
2,616
281
$127K 0.06%
1,106
282
$126K 0.06%
6,055
+75
283
$126K 0.06%
956
-65
284
$123K 0.06%
474
+117
285
$123K 0.06%
4,745
+3,580
286
$122K 0.06%
1,873
+163
287
$122K 0.06%
31
288
$120K 0.05%
+1,618
289
$120K 0.05%
4,950
290
$120K 0.05%
5,112
+881
291
$120K 0.05%
736
+94
292
$119K 0.05%
850
293
$119K 0.05%
1,024
+50
294
$116K 0.05%
+3,102
295
$115K 0.05%
1,025
296
$111K 0.05%
2,583
+830
297
$111K 0.05%
1,370
-85
298
$108K 0.05%
1,900
299
$108K 0.05%
550
300
$108K 0.05%
13,306
-3,336
10 11
12
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