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
$220M
AUM Growth
+$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.9M
3
+$2.15M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.57M

Top Sells

1
+$3.17M
2
+$2.4M
3
+$2.25M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.37M
5
VTRS icon
Viatris
VTRS
+$1.33M

Sector Composition

1 Technology 14.82%
2 Healthcare 8.97%
3 Financials 6.32%
4 Consumer Discretionary 5.66%
5 Real Estate 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$14K 0.01%
240
627
$14K 0.01%
+143
628
$14K 0.01%
94
+13
629
$14K 0.01%
+375
630
$14K 0.01%
105
+7
631
$14K 0.01%
200
632
$13K 0.01%
115
-5
633
$13K 0.01%
+260
634
$13K 0.01%
+110
635
$13K 0.01%
627
+18
636
$13K 0.01%
565
-655
637
$13K 0.01%
287
638
$13K 0.01%
78
639
$13K 0.01%
+306
640
$13K 0.01%
555
-483
641
$13K 0.01%
65
642
$13K 0.01%
600
643
$13K 0.01%
232
644
$13K 0.01%
525
+45
645
$12K 0.01%
+1,000
646
$12K 0.01%
350
647
$12K 0.01%
1,217
+116
648
$12K 0.01%
169
649
$12K 0.01%
440
650
$12K 0.01%
401
+320
24 25
26
27 28