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
$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
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 8.99%
3 Financials 6.3%
4 Consumer Discretionary 5.66%
5 Real Estate 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.77%
10,180
+780
27
$1.68M 0.76%
25,379
+39
28
$1.67M 0.76%
33,004
+268
29
$1.62M 0.74%
10,256
+64
30
$1.59M 0.72%
7,761
-1,496
31
$1.58M 0.72%
31,608
+1,480
32
$1.58M 0.72%
38,300
33
$1.56M 0.71%
13,364
-173
34
$1.48M 0.67%
4,602
+535
35
$1.47M 0.67%
31,270
-2,015
36
$1.42M 0.64%
3,558
-21
37
$1.41M 0.64%
17,551
+1,906
38
$1.36M 0.62%
9,363
+2,255
39
$1.32M 0.6%
24,973
+3,225
40
$1.32M 0.6%
25,641
+1,379
41
$1.3M 0.59%
44,390
-1,270
42
$1.29M 0.59%
5,083
-718
43
$1.29M 0.58%
9,130
+8,496
44
$1.19M 0.54%
8,287
-53
45
$1.18M 0.54%
46,746
-19,043
46
$1.18M 0.53%
15,353
-217
47
$1.18M 0.53%
2,340
48
$1.16M 0.53%
12,475
+200
49
$1.15M 0.52%
11,710
+165
50
$1.13M 0.51%
4,947
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