TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $376M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.83M
3
+$1.81M
4
KMI icon
Kinder Morgan
KMI
+$1.6M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.37M

Top Sells

1
+$3.3M
2
+$2.31M
3
+$2.21M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.88M
5
CRWD icon
CrowdStrike
CRWD
+$1.59M

Sector Composition

1 Technology 14.61%
2 Healthcare 10.52%
3 Financials 7.77%
4 Consumer Discretionary 6.18%
5 Materials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 1.01%
+70,974
27
$1.75M 0.96%
40,677
-16,069
28
$1.72M 0.94%
34,191
+1,187
29
$1.64M 0.9%
6,512
-77
30
$1.63M 0.9%
7,960
-825
31
$1.6M 0.88%
+84,500
32
$1.59M 0.87%
16,171
-8,427
33
$1.52M 0.84%
30,739
-869
34
$1.5M 0.82%
11,023
+767
35
$1.47M 0.8%
38,700
+400
36
$1.45M 0.79%
31,370
+100
37
$1.41M 0.78%
17,850
+299
38
$1.39M 0.76%
2,734
+394
39
$1.31M 0.72%
3,703
+861
40
$1.28M 0.7%
25,004
-637
41
$1.28M 0.7%
15,553
+200
42
$1.23M 0.67%
13,504
+140
43
$1.21M 0.66%
+25,098
44
$1.2M 0.66%
26,028
+23,228
45
$1.17M 0.64%
23,637
+3,086
46
$1.15M 0.63%
11,523
+2,469
47
$1.15M 0.63%
44,669
-2,077
48
$1.14M 0.62%
12,135
-340
49
$1.11M 0.61%
11,737
+27
50
$1.06M 0.58%
9,698
+1,411
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