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
501
$28K 0.01%
3,382
+1,032
502
$28K 0.01%
+1,785
503
$28K 0.01%
120
504
$28K 0.01%
342
505
$28K 0.01%
1,806
506
$28K 0.01%
50
+30
507
$27K 0.01%
220
508
$27K 0.01%
215
509
$27K 0.01%
360
-150
510
$27K 0.01%
1,645
-2,584
511
$27K 0.01%
878
512
$27K 0.01%
986
513
$27K 0.01%
322
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%
+751
522
$25K 0.01%
267
+22
523
$25K 0.01%
462
524
$25K 0.01%
+150
525
$25K 0.01%
+125
19 20
21
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