TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$5.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$945K
3
+$758K
4
GOEV
Canoo Inc. Class A Common Stock
GOEV
+$561K
5
PETS icon
PetMed Express
PETS
+$534K

Top Sells

1
+$1.5M
2
+$1.41M
3
+$885K
4
LVGO
Livongo Health, Inc. Common Stock
LVGO
+$742K
5
IAGG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$633K 0.55%
18,172
+761
52
$632K 0.55%
3,890
53
$599K 0.52%
10,070
+557
54
$595K 0.52%
3,162
-888
55
$562K 0.49%
11,525
+3,050
56
$561K 0.49%
+110
57
$557K 0.49%
5,277
-2,061
58
$549K 0.48%
2,580
59
$522K 0.46%
3,553
+384
60
$508K 0.44%
4,333
-163
61
$507K 0.44%
5,790
-249
62
$507K 0.44%
4,540
63
$505K 0.44%
37,280
-4,200
64
$496K 0.43%
42,931
65
$493K 0.43%
9,225
+280
66
$491K 0.43%
3,330
67
$488K 0.43%
3,912
-280
68
$486K 0.42%
8,326
-5
69
$483K 0.42%
67,879
-3,306
70
$483K 0.42%
10,362
-279
71
$478K 0.42%
17,159
+2,242
72
$469K 0.41%
2,134
+118
73
$466K 0.41%
3,158
-178
74
$465K 0.41%
4,135
75
$459K 0.4%
1,925
+40
1 2
3
4 5