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
$306M
AUM Growth
-$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$46.5K
2
+$17.4K
3
+$6.16K
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$4.08K
5
CDMO
Avid Bioservices, Inc. Common Stock
CDMO
+$2.29K

Top Sells

1
+$206K
2
+$79.1K
3
+$77.9K
4
CGUS icon
Capital Group Core Equity ETF
CGUS
+$76.9K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$73.3K

Sector Composition

1 Technology 9.58%
2 Financials 6.24%
3 Consumer Discretionary 3.67%
4 Healthcare 3.22%
5 Industrials 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.01M 0.98%
30,764
-246
27
$3.01M 0.98%
74,742
28
$2.82M 0.92%
4,792
29
$2.75M 0.9%
15,454
30
$2.75M 0.9%
117,045
-932
31
$2.74M 0.89%
21,731
32
$2.71M 0.88%
81,467
33
$2.69M 0.88%
11,235
34
$2.62M 0.86%
96,144
-1,240
35
$2.45M 0.8%
8,438
36
$2.43M 0.79%
64,408
37
$2.39M 0.78%
4,666
38
$2.35M 0.77%
41,768
39
$2.35M 0.77%
9,018
40
$2.23M 0.73%
44,004
-365
41
$2.17M 0.71%
102,775
42
$2.15M 0.7%
42,554
43
$2.13M 0.7%
20,112
44
$2.08M 0.68%
75,757
45
$1.89M 0.62%
18,848
46
$1.68M 0.55%
41,946
47
$1.64M 0.54%
3,042
48
$1.62M 0.53%
7,633
49
$1.59M 0.52%
4,373
50
$1.58M 0.51%
60,971
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