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
$220M
AUM Growth
+$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.98M
3
+$2.21M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.68M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.54M

Top Sells

1
+$3.13M
2
+$2.35M
3
+$2.24M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.36M
5
VTRS icon
Viatris
VTRS
+$1.35M

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%
1,000
478
$32K 0.01%
362
+112
479
$32K 0.01%
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$32K 0.01%
3,284
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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
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485
$30K 0.01%
1,000
486
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1,000
487
$30K 0.01%
148
488
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489
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260
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490
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235
491
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492
$29K 0.01%
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493
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259
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498
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$28K 0.01%
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500
$28K 0.01%
465
-180
18 19
20
21 22