TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
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 +$3.26M
2 +$1.16M
3 +$688K
4
O icon
Realty Income
O
+$638K
5
BX icon
Blackstone
BX
+$601K

Top Sells

1 +$3.16M
2 +$1.1M
3 +$1.04M
4
DGX icon
Quest Diagnostics
DGX
+$417K
5
MTH icon
Meritage Homes
MTH
+$367K

Sector Composition

1 Technology 14.51%
2 Healthcare 10.53%
3 Financials 6.01%
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
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+761
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$24K 0.01%
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529
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531
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532
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533
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534
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535
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537
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538
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539
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540
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541
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542
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543
$22K 0.01%
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544
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545
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546
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547
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548
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549
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+500
550
$21K 0.01%
+1,565