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
$193M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,051
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.04%
2 Healthcare 10.71%
3 Financials 6.97%
4 Consumer Discretionary 5.97%
5 Materials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$9K ﹤0.01%
+400
702
$9K ﹤0.01%
+150
703
$9K ﹤0.01%
+429
704
$9K ﹤0.01%
+315
705
$9K ﹤0.01%
+200
706
$9K ﹤0.01%
+3,113
707
$9K ﹤0.01%
+1,019
708
$8K ﹤0.01%
+198
709
$8K ﹤0.01%
+133
710
$8K ﹤0.01%
+357
711
$8K ﹤0.01%
+250
712
$8K ﹤0.01%
+253
713
$8K ﹤0.01%
+61
714
$8K ﹤0.01%
+308
715
$8K ﹤0.01%
+151
716
$8K ﹤0.01%
+111
717
$8K ﹤0.01%
+425
718
$8K ﹤0.01%
+193
719
$8K ﹤0.01%
+350
720
$8K ﹤0.01%
+359
721
$8K ﹤0.01%
+100
722
$8K ﹤0.01%
+1,800
723
$8K ﹤0.01%
+147
724
$8K ﹤0.01%
+285
725
$8K ﹤0.01%
+63