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
701
$10K ﹤0.01%
352
702
$10K ﹤0.01%
57
703
$10K ﹤0.01%
250
704
$10K ﹤0.01%
47
705
$10K ﹤0.01%
425
706
$10K ﹤0.01%
+120
707
$10K ﹤0.01%
2,394
+939
708
$10K ﹤0.01%
199
709
$10K ﹤0.01%
175
710
$9K ﹤0.01%
1,091
+92
711
$9K ﹤0.01%
272
+24
712
$9K ﹤0.01%
215
713
$9K ﹤0.01%
47
+13
714
$9K ﹤0.01%
32
715
$9K ﹤0.01%
338
716
$9K ﹤0.01%
42
717
$9K ﹤0.01%
12
-313
718
$9K ﹤0.01%
190
719
$9K ﹤0.01%
130
+11
720
$9K ﹤0.01%
191
721
$9K ﹤0.01%
277
722
$9K ﹤0.01%
+20
723
$9K ﹤0.01%
38
-1
724
$9K ﹤0.01%
35
+15
725
$9K ﹤0.01%
379
+31
27 28
29
30 31