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
$210M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
982
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.16M
3
+$688K
4
O icon
Realty Income
O
+$638K
5
BX icon
Blackstone
BX
+$601K

Top Sells

1
+$3.16M
2
+$1.1M
3
+$1.04M
4
DGX icon
Quest Diagnostics
DGX
+$417K
5
MTH icon
Meritage Homes
MTH
+$367K

Sector Composition

1 Technology 14.51%
2 Healthcare 10.53%
3 Financials 6.01%
4 Consumer Discretionary 5.8%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.49%
3,825
52
$1.02M 0.49%
11,545
-35
53
$969K 0.46%
4,947
+85
54
$964K 0.46%
47,267
-15,545
55
$946K 0.45%
45,660
+4,820
56
$936K 0.44%
7,108
-202
57
$923K 0.44%
3,235
+35
58
$914K 0.43%
2,340
+110
59
$913K 0.43%
3,160
+80
60
$901K 0.43%
40,755
+2,556
61
$866K 0.41%
12,275
62
$858K 0.41%
8,340
+613
63
$850K 0.4%
3,998
+100
64
$831K 0.4%
11,567
+407
65
$812K 0.39%
3,443
-4
66
$808K 0.38%
4,617
+140
67
$803K 0.38%
7,227
+3,326
68
$785K 0.37%
11,594
-1,013
69
$776K 0.37%
2,842
+239
70
$772K 0.37%
6,645
+1,585
71
$753K 0.36%
11,993
+899
72
$748K 0.36%
23,223
+6,231
73
$743K 0.35%
6,290
+252
74
$730K 0.35%
3,192
+217
75
$722K 0.34%
2,461
+108
1 2
3
4 5