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
426
$45K 0.02%
660
427
$45K 0.02%
1,520
+350
428
$45K 0.02%
+128
429
$45K 0.02%
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430
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+175
431
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287
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432
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322
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433
$44K 0.02%
136
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434
$43K 0.02%
650
+100
435
$43K 0.02%
165
436
$43K 0.02%
1,701
+689
437
$43K 0.02%
+1,504
438
$43K 0.02%
654
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439
$42K 0.02%
563
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440
$42K 0.02%
300
441
$41K 0.02%
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442
$41K 0.02%
164
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443
$41K 0.02%
793
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$41K 0.02%
260
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446
$39K 0.02%
540
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447
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400
448
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449
$39K 0.02%
580
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450
$38K 0.02%
45
+25
16 17
18
19 20