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
326
$86K 0.04%
+261
327
$86K 0.04%
+6,100
328
$85K 0.04%
+5,980
329
$84K 0.04%
+565
330
$83K 0.04%
+800
331
$83K 0.04%
+153
332
$83K 0.04%
+515
333
$83K 0.04%
+1,025
334
$82K 0.04%
+1,469
335
$82K 0.04%
+1,450
336
$81K 0.04%
+634
337
$80K 0.04%
+400
338
$79K 0.04%
+880
339
$78K 0.04%
+5,000
340
$77K 0.04%
+750
341
$77K 0.04%
+400
342
$76K 0.04%
+1,855
343
$76K 0.04%
+7,128
344
$76K 0.04%
+3,500
345
$76K 0.04%
+1,063
346
$75K 0.04%
+4,229
347
$73K 0.03%
+2,600
348
$73K 0.03%
+1,523
349
$73K 0.03%
+1,418
350
$73K 0.03%
+3,500
12 13
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