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
676
$10K ﹤0.01%
+600
677
$10K ﹤0.01%
+15
678
$10K ﹤0.01%
+199
679
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+160
680
$10K ﹤0.01%
+518
681
$10K ﹤0.01%
+50
682
$10K ﹤0.01%
+250
683
$10K ﹤0.01%
+338
684
$10K ﹤0.01%
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685
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+239
686
$10K ﹤0.01%
+500
687
$10K ﹤0.01%
+250
688
$10K ﹤0.01%
+500
689
$10K ﹤0.01%
+66
690
$10K ﹤0.01%
+1,200
691
$9K ﹤0.01%
+300
692
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693
$9K ﹤0.01%
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694
$9K ﹤0.01%
+500
695
$9K ﹤0.01%
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696
$9K ﹤0.01%
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697
$9K ﹤0.01%
+110
698
$9K ﹤0.01%
+170
699
$9K ﹤0.01%
+133
700
$9K ﹤0.01%
+245
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