TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Sells

1 +$3.67M
2 +$2.61M
3 +$1.24M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$989K
5
SPT icon
Sprout Social
SPT
+$801K

Sector Composition

1 Healthcare 10.82%
2 Technology 10.47%
3 Consumer Discretionary 5.46%
4 Financials 5.32%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$9K 0.01%
+6
577
$9K 0.01%
+165
578
$9K 0.01%
+536
579
$9K 0.01%
+664
580
$9K 0.01%
+15
581
$9K 0.01%
+48
582
$9K 0.01%
+62
583
$9K 0.01%
+112
584
$9K 0.01%
+425
585
$9K 0.01%
+70
586
$9K 0.01%
+539
587
$9K 0.01%
+200
588
$9K 0.01%
+684
589
$8K ﹤0.01%
+192
590
$8K ﹤0.01%
+230
591
$8K ﹤0.01%
+524
592
$8K ﹤0.01%
+350
593
$8K ﹤0.01%
+999
594
$8K ﹤0.01%
+200
595
$8K ﹤0.01%
+713
596
$8K ﹤0.01%
+300
597
$8K ﹤0.01%
+204
598
$8K ﹤0.01%
+88
599
$8K ﹤0.01%
+250
600
$8K ﹤0.01%
+155