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
301
$107K 0.05%
1,931
+525
302
$107K 0.05%
925
303
$107K 0.05%
459
304
$107K 0.05%
500
305
$105K 0.05%
3,753
306
$105K 0.05%
163
+10
307
$105K 0.05%
480
308
$104K 0.05%
7,700
309
$104K 0.05%
1,401
+192
310
$103K 0.05%
4,100
-500
311
$102K 0.05%
+2,698
312
$102K 0.05%
2,245
+390
313
$102K 0.05%
1,924
+100
314
$98K 0.04%
375
315
$98K 0.04%
151
-70
316
$98K 0.04%
+600
317
$97K 0.04%
1,827
318
$97K 0.04%
1,311
+248
319
$97K 0.04%
836
320
$96K 0.04%
268
+7
321
$96K 0.04%
613
+156
322
$96K 0.04%
6,759
-1,127
323
$95K 0.04%
+532
324
$95K 0.04%
4,477
-200
325
$95K 0.04%
5,198
-50
11 12
13
14 15