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
$210M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
982
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.17M
3
+$686K
4
PAYC icon
Paycom
PAYC
+$618K
5
BX icon
Blackstone
BX
+$600K

Top Sells

1
+$3.16M
2
+$1.1M
3
+$1.07M
4
DGX icon
Quest Diagnostics
DGX
+$417K
5
MTH icon
Meritage Homes
MTH
+$367K

Sector Composition

1 Technology 14.51%
2 Healthcare 10.51%
3 Financials 6.04%
4 Consumer Discretionary 5.8%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$12K 0.01%
+440
627
$12K 0.01%
+275
628
$12K 0.01%
+2,500
629
$12K 0.01%
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630
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+1,800
631
$12K 0.01%
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632
$12K 0.01%
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633
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+503
634
$12K 0.01%
+400
635
$12K 0.01%
+118
636
$12K 0.01%
+600
637
$12K 0.01%
+232
638
$12K 0.01%
+121
639
$12K 0.01%
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640
$12K 0.01%
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641
$12K 0.01%
+406
642
$12K 0.01%
+1,046
643
$12K 0.01%
+240
644
$11K 0.01%
+64
645
$11K 0.01%
+169
646
$11K 0.01%
+100
647
$11K 0.01%
+609
648
$11K 0.01%
+257
649
$11K 0.01%
+250
650
$11K 0.01%
+151
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