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
701
$9K ﹤0.01%
+110
702
$9K ﹤0.01%
+167
703
$9K ﹤0.01%
+245
704
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705
$9K ﹤0.01%
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706
$9K ﹤0.01%
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707
$9K ﹤0.01%
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708
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709
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710
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711
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712
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714
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716
$9K ﹤0.01%
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717
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718
$9K ﹤0.01%
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719
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720
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721
$8K ﹤0.01%
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722
$8K ﹤0.01%
+191
723
$8K ﹤0.01%
+77
724
$8K ﹤0.01%
+39
725
$8K ﹤0.01%
+60
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