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
26
$1.77M 0.84%
65,789
-4,850
27
$1.76M 0.84%
33,285
+158
28
$1.72M 0.82%
26,806
+380
29
$1.7M 0.81%
125,636
+1,837
30
$1.68M 0.8%
6,334
+226
31
$1.67M 0.79%
10,192
+295
32
$1.66M 0.79%
32,736
-2,205
33
$1.54M 0.73%
9,400
+1,080
34
$1.51M 0.72%
30,128
+1,478
35
$1.49M 0.71%
13,537
+20
36
$1.47M 0.7%
25,340
+160
37
$1.37M 0.65%
5,801
-35
38
$1.36M 0.65%
38,300
39
$1.33M 0.63%
16,655
+1,240
40
$1.3M 0.62%
24,157
-1,537
41
$1.28M 0.61%
3,579
+177
42
$1.28M 0.61%
24,262
+718
43
$1.18M 0.56%
4,067
+172
44
$1.17M 0.56%
15,570
45
$1.16M 0.55%
+21,748
46
$1.13M 0.54%
4,710
+235
47
$1.12M 0.53%
15,645
+4,178
48
$1.11M 0.53%
20,855
-2,065
49
$1.07M 0.51%
10,164
-427
50
$1.06M 0.5%
14,961
-529
1
2
3 4 5