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
$220M
AUM Growth
+$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.98M
3
+$2.21M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.68M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.54M

Top Sells

1
+$3.13M
2
+$2.35M
3
+$2.24M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.36M
5
VTRS icon
Viatris
VTRS
+$1.35M

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%
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677
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400
678
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700
679
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1,249
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681
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682
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683
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684
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685
$11K 0.01%
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500
687
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66
688
$10K ﹤0.01%
173
689
$10K ﹤0.01%
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690
$10K ﹤0.01%
43
691
$10K ﹤0.01%
250
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692
$10K ﹤0.01%
+15
693
$10K ﹤0.01%
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694
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15
695
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500
696
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697
$10K ﹤0.01%
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698
$10K ﹤0.01%
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699
$10K ﹤0.01%
568
+50
700
$10K ﹤0.01%
133
26 27
28
29 30