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
$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
551
$7K 0.01%
+116
552
$6K ﹤0.01%
+140
553
$6K ﹤0.01%
+68
554
$6K ﹤0.01%
+23
555
$6K ﹤0.01%
+120
556
$6K ﹤0.01%
+5
557
$6K ﹤0.01%
+70
558
$6K ﹤0.01%
+100
559
$6K ﹤0.01%
+205
560
$6K ﹤0.01%
+300
561
$6K ﹤0.01%
+135
562
$6K ﹤0.01%
+300
563
$6K ﹤0.01%
+202
564
$6K ﹤0.01%
+239
565
$6K ﹤0.01%
+55
566
$6K ﹤0.01%
+300
567
$6K ﹤0.01%
+55
568
$6K ﹤0.01%
+200
569
$6K ﹤0.01%
+250
570
$6K ﹤0.01%
+100
571
$6K ﹤0.01%
+200
572
$6K ﹤0.01%
+600
573
$6K ﹤0.01%
+200
574
$5K ﹤0.01%
+400
575
$5K ﹤0.01%
+143