TCWM
Total Clarity Wealth Management Portfolio holdings
AUM
$349M
This Quarter Return
+7.94%
1 Year Return
+13.67%
3 Year Return
+48.16%
5 Year Return
+97.51%
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(+5.2%)
Cap. Flow
+$1.23M
Cap. Flow
% of AUM
1.07%
Top 10 Holdings %
Top 10 Hldgs %
34.05%
Holding
139
New
14
Increased
45
Reduced
51
Closed
14
Top Buys
| 1 |
Apple
AAPL
|
$2.22M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$1M |
| 3 |
Bristol-Myers Squibb
BMY
|
$945K |
| 4 |
Sprout Social
SPT
|
$758K |
| 5 |
GOEV
Canoo Inc. Class A Common Stock
GOEV
|
$561K |
Top Sells
| 1 |
Fastly
FSLY
|
$1.5M |
| 2 |
SPDR S&P Semiconductor ETF
XSD
|
$1.41M |
| 3 |
DocuSign
DOCU
|
$885K |
| 4 |
LVGO
Livongo Health, Inc. Common Stock
LVGO
|
$742K |
| 5 |
iShares Core International Aggregate Bond Fund
IAGG
|
$538K |
Sector Composition
| 1 | Healthcare | 13.22% |
| 2 | Technology | 10.57% |
| 3 | Consumer Discretionary | 4.8% |
| 4 | Financials | 3.77% |
| 5 | Materials | 2.47% |
