TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $426M
1-Year Est. Return 23.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.9M
3
+$2.15M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.57M

Top Sells

1
+$3.17M
2
+$2.4M
3
+$2.25M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.37M
5
VTRS icon
Viatris
VTRS
+$1.33M

Sector Composition

1 Technology 14.82%
2 Healthcare 8.97%
3 Financials 6.32%
4 Consumer Discretionary 5.66%
5 Real Estate 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$11K 0.01%
465
+40
677
$11K 0.01%
200
678
$11K 0.01%
250
679
$11K 0.01%
262
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680
$11K 0.01%
200
-45
681
$11K 0.01%
184
+38
682
$11K 0.01%
500
683
$11K 0.01%
500
684
$11K 0.01%
66
685
$11K 0.01%
700
686
$11K 0.01%
265
687
$11K 0.01%
1,249
+108
688
$10K ﹤0.01%
250
689
$10K ﹤0.01%
47
690
$10K ﹤0.01%
425
691
$10K ﹤0.01%
+120
692
$10K ﹤0.01%
2,394
+939
693
$10K ﹤0.01%
500
694
$10K ﹤0.01%
199
695
$10K ﹤0.01%
169
696
$10K ﹤0.01%
43
697
$10K ﹤0.01%
250
-33
698
$10K ﹤0.01%
+15
699
$10K ﹤0.01%
151
700
$10K ﹤0.01%
173
26 27
28
29 30