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
601
– –
-260
602
– –
-100
603
– –
-175
604
– –
-989
605
– –
-199
606
– –
-714
607
– –
-548
608
– –
-613
609
– –
-452
610
– –
-32
611
– –
-98
612
– –
-75
613
– –
-209
614
– –
-400
615
– –
-200
616
– –
-3,335
617
– –
-190
618
– –
-1,000
619
– –
-600
620
– –
-267
621
– –
-46
622
– –
-3,775
623
– –
-500
624
– –
-78
625
– –
-64
23 24
25
26 27