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
$220M
AUM Growth
+$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.9M
3
+$2.15M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.57M

Top Sells

1
+$3.17M
2
+$2.4M
3
+$2.25M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.37M
5
VTRS icon
Viatris
VTRS
+$1.33M

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%
400
552
$22K 0.01%
752
+463
553
$21K 0.01%
400
554
$21K 0.01%
175
-390
555
$21K 0.01%
+84
556
$21K 0.01%
614
557
$21K 0.01%
1,568
+30
558
$21K 0.01%
+150
559
$21K 0.01%
205
-22,916
560
$21K 0.01%
2,018
-1,071
561
$21K 0.01%
+200
562
$21K 0.01%
435
563
$21K 0.01%
500
564
$20K 0.01%
669
+58
565
$20K 0.01%
1,800
566
$20K 0.01%
1,905
-1,747
567
$20K 0.01%
1,381
-2,759
568
$20K 0.01%
794
+20
569
$20K 0.01%
279
+25
570
$20K 0.01%
+600
571
$20K 0.01%
1,723
+158
572
$19K 0.01%
1,573
+25
573
$19K 0.01%
286
574
$19K 0.01%
400
575
$19K 0.01%
309
+28
21 22
23
24 25