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
701
$10K ﹤0.01%
15
702
$10K ﹤0.01%
500
703
$10K ﹤0.01%
+400
704
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175
705
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568
+50
706
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133
707
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328
+12
708
$10K ﹤0.01%
352
709
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57
710
$9K ﹤0.01%
1,091
+92
711
$9K ﹤0.01%
272
+24
712
$9K ﹤0.01%
215
713
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47
+13
714
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35
+15
715
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379
+31
716
$9K ﹤0.01%
204
717
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32
718
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719
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42
720
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12
-313
721
$9K ﹤0.01%
190
722
$9K ﹤0.01%
130
+11
723
$9K ﹤0.01%
191
724
$9K ﹤0.01%
277
725
$9K ﹤0.01%
+20
27 28
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30 31