TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
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
+$3.27M
2
+$1.17M
3
+$686K
4
PAYC icon
Paycom
PAYC
+$618K
5
BX icon
Blackstone
BX
+$600K

Top Sells

1
+$3.16M
2
+$1.1M
3
+$1.07M
4
DGX icon
Quest Diagnostics
DGX
+$417K
5
MTH icon
Meritage Homes
MTH
+$367K

Sector Composition

1 Technology 14.51%
2 Healthcare 10.51%
3 Financials 6.04%
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%
+171
403
$50K 0.02%
+798
404
$50K 0.02%
+564
405
$50K 0.02%
+319
406
$50K 0.02%
+1,450
407
$50K 0.02%
+1,250
408
$49K 0.02%
+3,070
409
$49K 0.02%
+1,375
410
$49K 0.02%
+246
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%
+600
425
$45K 0.02%
+730
15 16
17
18 19