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
$220M
AUM Growth
+$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.98M
3
+$2.21M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.68M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.54M

Top Sells

1
+$3.13M
2
+$2.35M
3
+$2.24M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.36M
5
VTRS icon
Viatris
VTRS
+$1.35M

Sector Composition

1 Technology 14.82%
2 Healthcare 8.99%
3 Financials 6.3%
4 Consumer Discretionary 5.66%
5 Real Estate 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.49%
4,762
-6,033
52
$1.06M 0.48%
20,551
-304
53
$1.04M 0.47%
47,201
+6,446
54
$1.04M 0.47%
+19,707
55
$1.04M 0.47%
17,542
+802
56
$982K 0.45%
9,411
-753
57
$962K 0.44%
20,782
+5,309
58
$934K 0.42%
3,320
+85
59
$933K 0.42%
4,145
+147
60
$919K 0.42%
9,871
-5,090
61
$905K 0.41%
11,380
-5,275
62
$902K 0.41%
6,409
+119
63
$895K 0.41%
19,005
+18,730
64
$893K 0.41%
56,490
+53,690
65
$887K 0.4%
6,552
+519
66
$864K 0.39%
12,009
+11,009
67
$850K 0.39%
2,842
68
$847K 0.38%
2,446
-15
69
$841K 0.38%
16,179
-7,978
70
$837K 0.38%
3,160
71
$812K 0.37%
3,592
+149
72
$796K 0.36%
6,616
-611
73
$778K 0.35%
11,821
-172
74
$769K 0.35%
4,901
+284
75
$765K 0.35%
9,681
-28,408
1 2
3
4 5