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
$182M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.83M
3
+$1.81M
4
KMI icon
Kinder Morgan
KMI
+$1.6M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.37M

Top Sells

1
+$3.3M
2
+$2.31M
3
+$2.21M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.88M
5
CRWD icon
CrowdStrike
CRWD
+$1.59M

Sector Composition

1 Technology 14.61%
2 Healthcare 10.52%
3 Financials 7.77%
4 Consumer Discretionary 6.18%
5 Materials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-800
577
– –
-31
578
– –
-2,110
579
– –
-9,411
580
– –
-42
581
– –
-500
582
– –
-1,618
583
– –
-3,810
584
– –
-600
585
– –
-60
586
– –
-32
587
– –
-232
588
– –
-77
589
– –
-7,898
590
– –
-232
591
– –
-3,160
592
– –
-300
593
– –
-3,335
594
– –
-190
595
– –
-20
596
– –
-1,400
597
– –
-730
598
– –
-215
599
– –
-539
600
– –
-57
22 23
24
25 26