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

Top Buys

1
+$3.26M
2
+$1.16M
3
+$688K
4
O icon
Realty Income
O
+$638K
5
BX icon
Blackstone
BX
+$601K

Top Sells

1
+$3.16M
2
+$1.1M
3
+$1.04M
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%
+609
652
$11K 0.01%
+257
653
$11K 0.01%
+250
654
$11K 0.01%
+151
655
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+87
656
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657
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658
$11K 0.01%
+400
659
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660
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661
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662
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+425
663
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+400
664
$11K 0.01%
+1,000
665
$11K 0.01%
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666
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+500
667
$11K 0.01%
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668
$10K ﹤0.01%
+600
669
$10K ﹤0.01%
+15
670
$10K ﹤0.01%
+1,022
671
$10K ﹤0.01%
+169
672
$10K ﹤0.01%
+215
673
$10K ﹤0.01%
+12
674
$10K ﹤0.01%
+70
675
$10K ﹤0.01%
+199
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