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
376
$60K 0.03%
+210
377
$59K 0.03%
+1,525
378
$58K 0.03%
+785
379
$58K 0.03%
+900
380
$58K 0.03%
+300
381
$57K 0.03%
+510
382
$56K 0.03%
+175
383
$56K 0.03%
+4,140
384
$56K 0.03%
+370
385
$55K 0.03%
+1,500
386
$55K 0.03%
+332
387
$55K 0.03%
+135
388
$55K 0.03%
+436
389
$54K 0.03%
+3,068
390
$54K 0.03%
+95
391
$53K 0.03%
+156
392
$53K 0.03%
+115
393
$53K 0.03%
+492
394
$53K 0.03%
+764
395
$53K 0.03%
+716
396
$53K 0.03%
+300
397
$53K 0.03%
+203
398
$52K 0.02%
+5,342
399
$52K 0.02%
+1,030
400
$51K 0.02%
+2,684
14 15
16
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