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
$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%
700
677
$11K 0.01%
265
678
$11K 0.01%
1,249
+108
679
$11K 0.01%
64
680
$11K 0.01%
1,039
+17
681
$11K 0.01%
400
682
$11K 0.01%
300
-20
683
$11K 0.01%
557
684
$11K 0.01%
98
685
$11K 0.01%
167
-3
686
$11K 0.01%
400
687
$11K 0.01%
348
688
$10K ﹤0.01%
500
689
$10K ﹤0.01%
169
690
$10K ﹤0.01%
43
691
$10K ﹤0.01%
250
-33
692
$10K ﹤0.01%
+15
693
$10K ﹤0.01%
151
694
$10K ﹤0.01%
173
695
$10K ﹤0.01%
15
696
$10K ﹤0.01%
500
697
$10K ﹤0.01%
+400
698
$10K ﹤0.01%
568
+50
699
$10K ﹤0.01%
133
700
$10K ﹤0.01%
328
+12
26 27
28
29 30