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
651
$11K 0.01%
+87
652
$11K 0.01%
+173
653
$11K 0.01%
+98
654
$11K 0.01%
+400
655
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+175
656
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+78
657
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+400
658
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+425
659
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+400
660
$11K 0.01%
+1,000
661
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+245
662
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+500
663
$11K 0.01%
+45
664
$11K 0.01%
+300
665
$11K 0.01%
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666
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+137
667
$11K 0.01%
+265
668
$10K ﹤0.01%
+700
669
$10K ﹤0.01%
+1,141
670
$10K ﹤0.01%
+500
671
$10K ﹤0.01%
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672
$10K ﹤0.01%
+169
673
$10K ﹤0.01%
+215
674
$10K ﹤0.01%
+12
675
$10K ﹤0.01%
+70
25 26
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