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
$193M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,051
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.04%
2 Healthcare 10.71%
3 Financials 6.97%
4 Consumer Discretionary 5.97%
5 Materials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$17K 0.01%
+286
577
$17K 0.01%
+205
578
$17K 0.01%
+424
579
$16K 0.01%
+230
580
$16K 0.01%
+700
581
$16K 0.01%
+400
582
$16K 0.01%
+371
583
$16K 0.01%
+927
584
$16K 0.01%
+235
585
$16K 0.01%
+547
586
$16K 0.01%
+90
587
$15K 0.01%
+600
588
$15K 0.01%
+515
589
$15K 0.01%
+840
590
$15K 0.01%
+671
591
$15K 0.01%
+400
592
$15K 0.01%
+260
593
$15K 0.01%
+430
594
$15K 0.01%
+600
595
$15K 0.01%
+559
596
$15K 0.01%
+600
597
$15K 0.01%
+129
598
$15K 0.01%
+47
599
$15K 0.01%
+144
600
$14K 0.01%
+1,905