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
401
$51K 0.02%
+600
402
$50K 0.02%
780
403
$50K 0.02%
593
+173
404
$50K 0.02%
730
405
$49K 0.02%
1,050
406
$49K 0.02%
1,375
407
$49K 0.02%
699
-393
408
$49K 0.02%
1,510
+260
409
$49K 0.02%
600
410
$48K 0.02%
827
+301
411
$48K 0.02%
2,250
-1,250
412
$47K 0.02%
700
413
$47K 0.02%
383
-5
414
$47K 0.02%
457
-35
415
$47K 0.02%
2,450
+550
416
$47K 0.02%
+575
417
$47K 0.02%
1,113
+567
418
$47K 0.02%
516
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419
$47K 0.02%
200
420
$46K 0.02%
2,200
421
$46K 0.02%
437
-13
422
$46K 0.02%
776
423
$46K 0.02%
800
424
$46K 0.02%
1,003
-319
425
$45K 0.02%
+465
15 16
17
18 19