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
401
$51K 0.02%
+260
402
$50K 0.02%
+319
403
$50K 0.02%
+1,450
404
$50K 0.02%
+1,250
405
$50K 0.02%
+171
406
$50K 0.02%
+798
407
$50K 0.02%
+564
408
$49K 0.02%
+246
409
$49K 0.02%
+3,070
410
$49K 0.02%
+1,375
411
$48K 0.02%
+645
412
$48K 0.02%
+2,162
413
$48K 0.02%
+776
414
$47K 0.02%
+1,450
415
$47K 0.02%
+260
416
$47K 0.02%
+116
417
$47K 0.02%
+718
418
$47K 0.02%
+452
419
$47K 0.02%
+372
420
$47K 0.02%
+305
421
$47K 0.02%
+228
422
$46K 0.02%
+554
423
$46K 0.02%
+2,917
424
$45K 0.02%
+388
425
$45K 0.02%
+600