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
$193M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,051
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.04%
2 Healthcare 10.71%
3 Financials 6.96%
4 Consumer Discretionary 5.97%
5 Materials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.55M 0.8%
41,522
+845
27
$1.54M 0.8%
85,551
-18,836
28
$1.53M 0.79%
11,966
-1,341
29
$1.51M 0.78%
30,640
-99
30
$1.44M 0.74%
85,616
+1,116
31
$1.43M 0.74%
15,661
+108
32
$1.4M 0.73%
29,075
-13,497
33
$1.38M 0.71%
8,125
+165
34
$1.38M 0.71%
12,945
+1,305
35
$1.38M 0.71%
16,438
+267
36
$1.34M 0.69%
2,615
-119
37
$1.29M 0.67%
11,430
+407
38
$1.27M 0.66%
+20,880
39
$1.26M 0.65%
30,170
-1,200
40
$1.25M 0.65%
24,929
-75
41
$1.23M 0.64%
+5,130
42
$1.2M 0.62%
+21,682
43
$1.15M 0.59%
34,700
-4,000
44
$1.15M 0.59%
28,074
+2,976
45
$1.12M 0.58%
12,488
+965
46
$1.07M 0.55%
28,611
+4,974
47
$1.04M 0.54%
25,053
-975
48
$1M 0.52%
6,530
+64
49
$997K 0.52%
19,648
-56
50
$979K 0.51%
12,816
-688