TCWM
Total Clarity Wealth Management Portfolio holdings
AUM $306M
AUM
$306M
AUM Growth
-$1.24M (-0.4%)
Cap. Flow
-$1.03M
Cap. Flow % of AUM
-0.34%
Top 10 Holdings %Top 10 Hldgs %
23.58%
Holding
278
New
11
Increased
–
Reduced
38
Closed
1
Top Buys
| 1 | $46.5K | |
| 2 | $17.4K | |
| 3 | $6.16K | |
| 4 | $4.08K | |
| 5 | $2.29K |
Top Sells
| 1 | $79.1K | |
| 2 | $77.9K | |
| 3 | $76.9K | |
| 4 | $73.3K | |
| 5 | $72.7K |
Sector Composition
| 1 | Technology | 9.7% |
| 2 | Financials | 6.24% |
| 3 | Consumer Discretionary | 3.67% |
| 4 | Healthcare | 3.22% |
| 5 | Industrials | 3.13% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.55M | 0.51% | 69,237 | – | – | |||
| $1.55M | 0.51% | 15,426 | – | – | |||
| $1.54M | 0.5% | 28,601 | – | – | |||
| $1.53M | 0.5% | 15,420 | – | – | |||
| $1.52M | 0.5% | 35,926 | – | – | |||
| $1.47M | 0.48% | 3,772 | – | – | |||
| $1.42M | 0.46% | 12,425 | – | – | |||
| $1.42M | 0.46% | 21,423 | – | – | |||
| $1.41M | 0.46% | 29,581 | – | – | |||
| $1.35M | 0.44% | 65,819 | – | – | |||
| $1.33M | 0.43% | 57,029 | – | – | |||
| $1.31M | 0.43% | 44,914 -82 | -0.2% | -$2.4K | |||
| $1.31M | 0.43% | 58,810 | – | – | |||
| $1.3M | 0.42% | 41,951 -320 | -0.8% | -$9.92K | |||
| $1.28M | 0.42% | 5,485 | – | – | |||
| $1.25M | 0.41% | 13,871 | – | – | |||
| $1.24M | 0.41% | 24,921 | – | – | |||
| $1.24M | 0.41% | 22,482 | – | – | |||
| $1.24M | 0.4% | 43,120 | – | – | |||
| $1.23M | 0.4% | 31,868 -57 | -0.2% | -$2.2K | |||
| $1.23M | 0.4% | 56,305 | – | – | |||
| $1.2M | 0.39% | 12,103 | – | – | |||
| $1.14M | 0.37% | 4,143 | – | – | |||
| $1.08M | 0.35% | 24,639 -800 | -3% | -$35.2K | |||
| $1.07M | 0.35% | 1,830 | – | – |
