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
$133M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Healthcare 7.89%
3 Financials 5.8%
4 Consumer Discretionary 3.75%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$8K 0.01%
+150
527
$8K 0.01%
+86
528
$8K 0.01%
+140
529
$8K 0.01%
+143
530
$8K 0.01%
+2,800
531
$8K 0.01%
+46
532
$8K 0.01%
+155
533
$8K 0.01%
+118
534
$7K 0.01%
+200
535
$7K 0.01%
+32
536
$7K 0.01%
+150
537
$7K 0.01%
+212
538
$7K 0.01%
+58
539
$7K 0.01%
+32
540
$7K 0.01%
+80
541
$7K 0.01%
+81
542
$7K 0.01%
+600
543
$7K 0.01%
+250
544
$7K 0.01%
+250
545
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+125
546
$7K 0.01%
+200
547
$7K 0.01%
+116
548
$7K 0.01%
+576
549
$7K 0.01%
+98
550
$7K 0.01%
+120