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
676
$10K ﹤0.01%
+160
677
$10K ﹤0.01%
+518
678
$10K ﹤0.01%
+50
679
$10K ﹤0.01%
+250
680
$10K ﹤0.01%
+338
681
$10K ﹤0.01%
+348
682
$10K ﹤0.01%
+239
683
$10K ﹤0.01%
+500
684
$10K ﹤0.01%
+250
685
$10K ﹤0.01%
+500
686
$10K ﹤0.01%
+66
687
$10K ﹤0.01%
+700
688
$10K ﹤0.01%
+1,141
689
$10K ﹤0.01%
+500
690
$10K ﹤0.01%
+1,200
691
$9K ﹤0.01%
+133
692
$9K ﹤0.01%
+350
693
$9K ﹤0.01%
+999
694
$9K ﹤0.01%
+43
695
$9K ﹤0.01%
+300
696
$9K ﹤0.01%
+340
697
$9K ﹤0.01%
+320
698
$9K ﹤0.01%
+500
699
$9K ﹤0.01%
+32
700
$9K ﹤0.01%
+155
26 27
28
29 30