TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
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
+$3.42M
2
+$2.9M
3
+$2.15M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.57M

Top Sells

1
+$3.17M
2
+$2.4M
3
+$2.25M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.37M
5
VTRS icon
Viatris
VTRS
+$1.33M

Sector Composition

1 Technology 14.82%
2 Healthcare 8.97%
3 Financials 6.32%
4 Consumer Discretionary 5.66%
5 Real Estate 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$32K 0.01%
135
477
$32K 0.01%
362
+112
478
$32K 0.01%
800
479
$32K 0.01%
3,284
-2,058
480
$32K 0.01%
1,000
481
$31K 0.01%
2,626
-52,419
482
$31K 0.01%
1,172
+401
483
$31K 0.01%
2,630
484
$31K 0.01%
990
+285
485
$30K 0.01%
1,000
486
$30K 0.01%
148
487
$30K 0.01%
984
488
$30K 0.01%
260
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489
$30K 0.01%
1,000
490
$29K 0.01%
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491
$29K 0.01%
235
492
$29K 0.01%
+1,500
493
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646
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494
$29K 0.01%
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495
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496
$28K 0.01%
1,429
497
$28K 0.01%
465
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498
$28K 0.01%
3,382
+1,032
499
$28K 0.01%
+1,785
500
$28K 0.01%
120
18 19
20
21 22