TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Healthcare 7.89%
3 Financials 5.8%
4 Consumer Discretionary 3.75%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$1K ﹤0.01%
+10
677
$1K ﹤0.01%
+6
678
$1K ﹤0.01%
+100
679
$1K ﹤0.01%
+70
680
$1K ﹤0.01%
+900
681
$0 ﹤0.01%
+1
682
$0 ﹤0.01%
+20
683
$0 ﹤0.01%
+2
684
$0 ﹤0.01%
+8
685
$0 ﹤0.01%
+43
686
$0 ﹤0.01%
+6
687
0
688
$0 ﹤0.01%
+5
689
$0 ﹤0.01%
+2
690
$0 ﹤0.01%
+53
691
$0 ﹤0.01%
+15
692
$0 ﹤0.01%
+10