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
426
$45K 0.02%
+730
427
$44K 0.02%
+450
428
$44K 0.02%
+6,000
429
$44K 0.02%
+780
430
$44K 0.02%
+582
431
$44K 0.02%
+2,800
432
$43K 0.02%
+1,014
433
$43K 0.02%
+1,050
434
$42K 0.02%
+700
435
$42K 0.02%
+583
436
$41K 0.02%
+200
437
$40K 0.02%
+3,999
438
$40K 0.02%
+682
439
$40K 0.02%
+660
440
$39K 0.02%
2,200
-16,440
441
$39K 0.02%
+400
442
$39K 0.02%
+800
443
$38K 0.02%
+372
444
$38K 0.02%
+1,786
445
$38K 0.02%
+135
446
$38K 0.02%
+738
447
$38K 0.02%
+165
448
$37K 0.02%
+300
449
$37K 0.02%
+1,311
450
$36K 0.02%
+640
16 17
18
19 20