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
501
$28K 0.01%
342
502
$28K 0.01%
1,806
503
$28K 0.01%
50
+30
504
$28K 0.01%
259
+1
505
$28K 0.01%
500
506
$28K 0.01%
170
-251
507
$27K 0.01%
215
508
$27K 0.01%
878
509
$27K 0.01%
986
510
$27K 0.01%
322
511
$27K 0.01%
220
512
$27K 0.01%
360
-150
513
$27K 0.01%
1,645
-2,584
514
$26K 0.01%
500
515
$26K 0.01%
761
516
$26K 0.01%
676
+8
517
$26K 0.01%
1,025
518
$26K 0.01%
190
519
$26K 0.01%
1,200
520
$25K 0.01%
115
521
$25K 0.01%
+125
522
$25K 0.01%
+751
523
$25K 0.01%
267
+22
524
$25K 0.01%
462
525
$25K 0.01%
+150
19 20
21
22 23