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
$210M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
982
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.17M
3
+$686K
4
PAYC icon
Paycom
PAYC
+$618K
5
BX icon
Blackstone
BX
+$600K

Top Sells

1
+$3.16M
2
+$1.1M
3
+$1.07M
4
DGX icon
Quest Diagnostics
DGX
+$417K
5
MTH icon
Meritage Homes
MTH
+$367K

Sector Composition

1 Technology 14.51%
2 Healthcare 10.51%
3 Financials 6.04%
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%
+1,200
507
$26K 0.01%
+185
508
$26K 0.01%
+500
509
$26K 0.01%
+1,235
510
$26K 0.01%
+668
511
$26K 0.01%
+984
512
$26K 0.01%
+1,012
513
$26K 0.01%
+986
514
$26K 0.01%
+1,025
515
$26K 0.01%
+1,800
516
$26K 0.01%
+500
517
$26K 0.01%
+358
518
$26K 0.01%
+220
519
$25K 0.01%
+215
520
$25K 0.01%
+397
521
$25K 0.01%
+1,000
522
$25K 0.01%
+1,038
523
$25K 0.01%
+210
524
$24K 0.01%
+815
525
$24K 0.01%
+300
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