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
$182M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.83M
3
+$1.81M
4
KMI icon
Kinder Morgan
KMI
+$1.6M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.37M

Top Sells

1
+$3.3M
2
+$2.31M
3
+$2.21M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.88M
5
CRWD icon
CrowdStrike
CRWD
+$1.59M

Sector Composition

1 Technology 14.61%
2 Healthcare 10.52%
3 Financials 7.77%
4 Consumer Discretionary 6.18%
5 Materials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-15
502
– –
-11,812
503
– –
-45
504
– –
-1,800
505
– –
-128
506
– –
-235
507
– –
-3,382
508
– –
-115
509
– –
-761
510
– –
-512
511
– –
-125
512
– –
-151
513
– –
-450
514
– –
-50
515
– –
-3,213
516
– –
-811
517
– –
-542
518
– –
-6,806
519
– –
-352
520
– –
-457
521
– –
-55
522
– –
-400
523
– –
-4,876
524
– –
-878
525
– –
-500
19 20
21
22 23