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
526
$24K 0.01%
+450
527
$24K 0.01%
55
528
$24K 0.01%
874
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529
$24K 0.01%
142
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530
$24K 0.01%
264
531
$24K 0.01%
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532
$24K 0.01%
+464
533
$23K 0.01%
25
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534
$23K 0.01%
300
535
$23K 0.01%
297
536
$23K 0.01%
+400
537
$23K 0.01%
205
538
$23K 0.01%
542
539
$23K 0.01%
+1,006
540
$23K 0.01%
375
541
$23K 0.01%
549
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542
$23K 0.01%
408
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543
$23K 0.01%
2,138
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544
$23K 0.01%
1,656
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545
$23K 0.01%
2,126
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546
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547
$23K 0.01%
402
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548
$23K 0.01%
864
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549
$22K 0.01%
600
550
$22K 0.01%
400
20 21
22
23 24