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
526
$24K 0.01%
+115
527
$24K 0.01%
+761
528
$24K 0.01%
+453
529
$24K 0.01%
+281
530
$24K 0.01%
+800
531
$24K 0.01%
+462
532
$24K 0.01%
+505
533
$24K 0.01%
+520
534
$23K 0.01%
+600
535
$23K 0.01%
+2,350
536
$23K 0.01%
+1,218
537
$23K 0.01%
+400
538
$23K 0.01%
+1,071
539
$23K 0.01%
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540
$23K 0.01%
+400
541
$22K 0.01%
+205
542
$22K 0.01%
+55
543
$22K 0.01%
+546
544
$22K 0.01%
+705
545
$21K 0.01%
+400
546
$21K 0.01%
+135
547
$21K 0.01%
+448
548
$21K 0.01%
+690
549
$21K 0.01%
+1,538
550
$21K 0.01%
+375
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