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
476
$31K 0.01%
+625
477
$31K 0.01%
+232
478
$31K 0.01%
+507
479
$30K 0.01%
+2,043
480
$30K 0.01%
+526
481
$30K 0.01%
+570
482
$30K 0.01%
+342
483
$30K 0.01%
+2,630
484
$30K 0.01%
+500
485
$30K 0.01%
+706
486
$29K 0.01%
+1,220
487
$29K 0.01%
+1,000
488
$29K 0.01%
+400
489
$29K 0.01%
+150
490
$28K 0.01%
+1,429
491
$28K 0.01%
+1,757
492
$28K 0.01%
+4,200
493
$28K 0.01%
+500
494
$28K 0.01%
+120
495
$28K 0.01%
+322
496
$28K 0.01%
+621
497
$27K 0.01%
+550
498
$27K 0.01%
+148
499
$27K 0.01%
+878
500
$27K 0.01%
+564
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