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
376
$60K 0.03%
3,335
+265
377
$58K 0.03%
3,213
+145
378
$58K 0.03%
6,000
379
$57K 0.03%
1,030
380
$57K 0.03%
156
381
$57K 0.03%
+250
382
$56K 0.03%
300
383
$55K 0.03%
712
-4
384
$55K 0.03%
2,115
+350
385
$55K 0.03%
157
-14
386
$55K 0.03%
564
387
$54K 0.02%
1,500
388
$54K 0.02%
+2,637
389
$54K 0.02%
1,260
-50
390
$53K 0.02%
135
391
$53K 0.02%
798
392
$53K 0.02%
195
+150
393
$52K 0.02%
452
394
$52K 0.02%
1,100
-10,400
395
$52K 0.02%
1,654
+800
396
$52K 0.02%
305
397
$51K 0.02%
960
+440
398
$51K 0.02%
145
+29
399
$51K 0.02%
1,193
-225
400
$51K 0.02%
4,000
+1,385
14 15
16
17 18