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
301
$102K 0.05%
+3,983
302
$101K 0.05%
+781
303
$100K 0.05%
+4,677
304
$100K 0.05%
+1,900
305
$99K 0.05%
+962
306
$98K 0.05%
+1,827
307
$96K 0.05%
+645
308
$95K 0.05%
+1,135
309
$95K 0.05%
+925
310
$95K 0.05%
+4,600
311
$94K 0.04%
+550
312
$94K 0.04%
+243
313
$94K 0.04%
+4,231
314
$93K 0.04%
+76
315
$93K 0.04%
+1,175
316
$92K 0.04%
+3,753
317
$92K 0.04%
+4,337
318
$91K 0.04%
+1,209
319
$91K 0.04%
+1,765
320
$91K 0.04%
+500
321
$89K 0.04%
+2,195
322
$89K 0.04%
+1,824
323
$88K 0.04%
+375
324
$87K 0.04%
+1,092
325
$86K 0.04%
+665
11 12
13
14 15