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
326
$94K 0.04%
1,075
-100
327
$91K 0.04%
4,319
-2,700
328
$91K 0.04%
311
+63
329
$91K 0.04%
400
330
$90K 0.04%
750
331
$89K 0.04%
889
+9
332
$88K 0.04%
730
+120
333
$87K 0.04%
2,600
334
$86K 0.04%
2,275
+1,585
335
$84K 0.04%
800
336
$84K 0.04%
1,080
337
$83K 0.04%
6,100
338
$83K 0.04%
4,533
+211
339
$81K 0.04%
1,450
340
$80K 0.04%
59
+39
341
$80K 0.04%
5,000
342
$79K 0.04%
3,136
+386
343
$79K 0.04%
1,582
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344
$77K 0.04%
1,535
+66
345
$76K 0.03%
3,500
346
$76K 0.03%
546
347
$76K 0.03%
8,063
+935
348
$75K 0.03%
+2,703
349
$74K 0.03%
734
350
$74K 0.03%
445
-200
12 13
14
15 16