TCWM
Total Clarity Wealth Management Portfolio holdings
AUM $306M
AUM
$306M
AUM Growth
-$1.24M (-0.4%)
Cap. Flow
-$1.03M
Cap. Flow % of AUM
-0.34%
Top 10 Holdings %Top 10 Hldgs %
23.58%
Holding
278
New
11
Increased
–
Reduced
38
Closed
1
Top Buys
| 1 | $46.5K | |
| 2 | $17.4K | |
| 3 | $6.16K | |
| 4 | $4.08K | |
| 5 | $2.29K |
Top Sells
| 1 | $79.1K | |
| 2 | $77.9K | |
| 3 | $76.9K | |
| 4 | $73.3K | |
| 5 | $72.7K |
Sector Composition
| 1 | Technology | 9.7% |
| 2 | Financials | 6.24% |
| 3 | Consumer Discretionary | 3.67% |
| 4 | Healthcare | 3.22% |
| 5 | Industrials | 3.13% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $3.01M | 0.98% | 30,764 -246 | -0.8% | -$24.1K | |||
| $3.01M | 0.98% | 74,742 | – | – | |||
| $2.82M | 0.92% | 4,792 | – | – | |||
| $2.75M | 0.9% | 15,454 | – | – | |||
| $2.75M | 0.9% | 117,045 -932 | -0.8% | -$21.9K | |||
| $2.74M | 0.89% | 21,731 | – | – | |||
| $2.71M | 0.88% | 81,467 | – | – | |||
| $2.69M | 0.88% | 11,235 | – | – | |||
| $2.62M | 0.86% | 96,144 -1,240 | -1% | -$33.8K | |||
| $2.45M | 0.8% | 8,438 | – | – | |||
| $2.43M | 0.79% | 64,408 | – | – | |||
| $2.39M | 0.78% | 4,666 | – | – | |||
| $2.35M | 0.77% | 41,768 | – | – | |||
| $2.35M | 0.77% | 9,018 | – | – | |||
| $2.23M | 0.73% | 44,004 -365 | -0.8% | -$18.5K | |||
| $2.17M | 0.71% | 102,775 | – | – | |||
| $2.15M | 0.7% | 42,554 | – | – | |||
| $2.13M | 0.7% | 20,112 | – | – | |||
| $2.08M | 0.68% | 75,757 | – | – | |||
| $1.89M | 0.62% | 18,848 | – | – | |||
| $1.68M | 0.55% | 41,946 | – | – | |||
| $1.64M | 0.54% | 3,042 | – | – | |||
| $1.62M | 0.53% | 7,633 | – | – | |||
| $1.59M | 0.52% | 4,373 | – | – | |||
| $1.58M | 0.51% | 60,971 | – | – |
