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
551
$22K 0.01%
752
+463
552
$22K 0.01%
+1,200
553
$21K 0.01%
400
554
$21K 0.01%
175
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555
$21K 0.01%
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556
$21K 0.01%
614
557
$21K 0.01%
1,568
+30
558
$21K 0.01%
+150
559
$21K 0.01%
205
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560
$21K 0.01%
2,018
-1,071
561
$21K 0.01%
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562
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500
563
$21K 0.01%
435
564
$20K 0.01%
794
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565
$20K 0.01%
279
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$20K 0.01%
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567
$20K 0.01%
1,723
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568
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570
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$20K 0.01%
1,381
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572
$19K 0.01%
1,573
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573
$19K 0.01%
286
574
$19K 0.01%
400
575
$19K 0.01%
309
+28
21 22
23
24 25