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
451
$35K 0.02%
+500
452
$35K 0.02%
+235
453
$35K 0.02%
+1,000
454
$35K 0.02%
+1,000
455
$34K 0.02%
+3,652
456
$34K 0.02%
+1,900
457
$34K 0.02%
+420
458
$34K 0.02%
+20
459
$33K 0.02%
+649
460
$33K 0.02%
+1,170
461
$33K 0.02%
+329
462
$33K 0.02%
+425
463
$33K 0.02%
+450
464
$33K 0.02%
+2,615
465
$32K 0.02%
+590
466
$32K 0.02%
+800
467
$32K 0.02%
+103
468
$32K 0.02%
+363
469
$31K 0.01%
+3,089
470
$31K 0.01%
+1,015
471
$31K 0.01%
+1,165
472
$31K 0.01%
+500
473
$31K 0.01%
+644
474
$31K 0.01%
+1,400
475
$31K 0.01%
+1,000
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