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
$182M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.83M
3
+$1.81M
4
KMI icon
Kinder Morgan
KMI
+$1.6M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.37M

Top Sells

1
+$3.3M
2
+$2.31M
3
+$2.21M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.88M
5
CRWD icon
CrowdStrike
CRWD
+$1.59M

Sector Composition

1 Technology 14.61%
2 Healthcare 10.52%
3 Financials 7.77%
4 Consumer Discretionary 6.18%
5 Materials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-600
302
– –
-267
303
– –
-46
304
– –
-3,775
305
– –
-800
306
– –
-2,932
307
– –
-250
308
– –
-450
309
– –
-1,025
310
– –
-268
311
– –
-68
312
– –
-265
313
– –
-196
314
– –
-191
315
– –
-141
316
– –
-1,375
317
– –
-1,003
318
– –
-400
319
– –
-150
320
– –
-3,284
321
– –
-167
322
– –
-351
323
– –
-3,000
324
– –
-750
325
– –
-200
11 12
13
14 15