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
701
$10K ﹤0.01%
250
702
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703
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425
704
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+120
705
$10K ﹤0.01%
2,394
+939
706
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500
707
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199
708
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709
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568
+50
710
$9K ﹤0.01%
1,091
+92
711
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272
+24
712
$9K ﹤0.01%
215
713
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47
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714
$9K ﹤0.01%
338
715
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12
-313
716
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190
717
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130
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191
719
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720
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721
$9K ﹤0.01%
38
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722
$9K ﹤0.01%
35
+15
723
$9K ﹤0.01%
379
+31
724
$9K ﹤0.01%
204
725
$9K ﹤0.01%
32
27 28
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30 31