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
551
$21K 0.01%
+1,565
552
$21K 0.01%
+148
553
$21K 0.01%
+2,044
554
$21K 0.01%
+264
555
$21K 0.01%
+500
556
$20K 0.01%
+2,000
557
$20K 0.01%
+1,800
558
$20K 0.01%
+177
559
$20K 0.01%
+762
560
$20K 0.01%
+771
561
$20K 0.01%
+800
562
$20K 0.01%
+435
563
$20K 0.01%
+766
564
$20K 0.01%
+594
565
$20K 0.01%
+324
566
$20K 0.01%
+115
567
$19K 0.01%
+1,548
568
$19K 0.01%
+542
569
$19K 0.01%
+774
570
$19K 0.01%
+375
571
$19K 0.01%
+190
572
$19K 0.01%
+850
573
$19K 0.01%
+97
574
$18K 0.01%
+486
575
$18K 0.01%
+254
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