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
351
$73K 0.03%
+610
352
$73K 0.03%
+1,579
353
$72K 0.03%
+357
354
$71K 0.03%
+1,406
355
$71K 0.03%
+546
356
$70K 0.03%
+734
357
$69K 0.03%
+2,750
358
$69K 0.03%
+606
359
$69K 0.03%
+1,753
360
$69K 0.03%
+5,400
361
$68K 0.03%
+2,131
362
$67K 0.03%
+248
363
$67K 0.03%
+1,040
364
$66K 0.03%
+457
365
$65K 0.03%
+1,000
366
$65K 0.03%
+3,253
367
$65K 0.03%
+772
368
$64K 0.03%
+550
369
$64K 0.03%
+4,322
370
$63K 0.03%
+6,000
371
$63K 0.03%
+421
372
$62K 0.03%
+1,500
373
$62K 0.03%
+1,310
374
$61K 0.03%
+2,016
375
$60K 0.03%
+996
13 14
15
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