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
$115M
AUM Growth
+$5.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$945K
3
+$758K
4
GOEV
Canoo Inc. Class A Common Stock
GOEV
+$561K
5
PETS icon
PetMed Express
PETS
+$534K

Top Sells

1
+$1.5M
2
+$1.41M
3
+$885K
4
LVGO
Livongo Health, Inc. Common Stock
LVGO
+$742K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$538K

Sector Composition

1 Healthcare 13.22%
2 Technology 10.57%
3 Consumer Discretionary 4.8%
4 Financials 3.77%
5 Materials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 1.09%
7,960
-1,400
27
$1.17M 1.02%
13,664
+130
28
$1.16M 1.01%
10,420
+250
29
$1.11M 0.97%
3,319
+200
30
$1M 0.88%
16,115
-1,915
31
$978K 0.85%
13,340
-140
32
$969K 0.85%
30,889
+2,972
33
$927K 0.81%
9,631
+227
34
$887K 0.77%
3,490
+110
35
$868K 0.76%
11,060
-1,113
36
$831K 0.73%
11,495
+100
37
$802K 0.7%
3,525
-7
38
$799K 0.7%
9,193
-70
39
$771K 0.67%
2,280
-166
40
$761K 0.66%
6,250
-343
41
$761K 0.66%
20,715
-1,328
42
$758K 0.66%
+19,700
43
$745K 0.65%
14,395
-298
44
$734K 0.64%
5,492
-337
45
$716K 0.62%
6,583
+455
46
$711K 0.62%
33,006
+4,337
47
$686K 0.6%
12,327
-9,662
48
$665K 0.58%
35,956
+2,636
49
$650K 0.57%
5,503
+1,876
50
$643K 0.56%
3,632
+1,452
1
2
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