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
501
$27K 0.01%
+1,806
502
$27K 0.01%
+258
503
$27K 0.01%
+854
504
$27K 0.01%
+1,000
505
$27K 0.01%
+174
506
$26K 0.01%
+500
507
$26K 0.01%
+220
508
$26K 0.01%
+1,235
509
$26K 0.01%
+668
510
$26K 0.01%
+984
511
$26K 0.01%
+1,012
512
$26K 0.01%
+986
513
$26K 0.01%
+1,025
514
$26K 0.01%
+1,800
515
$26K 0.01%
+500
516
$26K 0.01%
+358
517
$26K 0.01%
+1,200
518
$26K 0.01%
+185
519
$25K 0.01%
+215
520
$25K 0.01%
+397
521
$25K 0.01%
+1,038
522
$25K 0.01%
+210
523
$25K 0.01%
+1,000
524
$24K 0.01%
+300
525
$24K 0.01%
+520
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