TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
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
+$3.27M
2
+$1.17M
3
+$686K
4
PAYC icon
Paycom
PAYC
+$618K
5
BX icon
Blackstone
BX
+$600K

Top Sells

1
+$3.16M
2
+$1.1M
3
+$1.07M
4
DGX icon
Quest Diagnostics
DGX
+$417K
5
MTH icon
Meritage Homes
MTH
+$367K

Sector Composition

1 Technology 14.51%
2 Healthcare 10.51%
3 Financials 6.04%
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%
+3,500
343
$76K 0.04%
+1,063
344
$76K 0.04%
+1,855
345
$76K 0.04%
+7,128
346
$75K 0.04%
+4,229
347
$73K 0.03%
+3,500
348
$73K 0.03%
+610
349
$73K 0.03%
+2,600
350
$73K 0.03%
+1,523
12 13
14
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