TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $376M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.83M
3
+$1.81M
4
KMI icon
Kinder Morgan
KMI
+$1.6M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.37M

Top Sells

1
+$3.3M
2
+$2.31M
3
+$2.21M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.88M
5
CRWD icon
CrowdStrike
CRWD
+$1.59M

Sector Composition

1 Technology 14.61%
2 Healthcare 10.52%
3 Financials 7.77%
4 Consumer Discretionary 6.18%
5 Materials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.57%
6,466
-86
52
$1.02M 0.56%
8,834
+7,507
53
$1M 0.55%
19,704
+3,525
54
$998K 0.55%
15,080
-34,903
55
$996K 0.55%
36,500
-7,890
56
$979K 0.54%
11,865
-144
57
$928K 0.51%
4,165
+1,054
58
$900K 0.49%
3,955
+1,905
59
$884K 0.49%
4,777
-170
60
$846K 0.46%
3,419
+691
61
$815K 0.45%
53,526
+22,431
62
$806K 0.44%
15,574
-1,968
63
$802K 0.44%
2,511
+65
64
$761K 0.42%
9,771
-100
65
$760K 0.42%
+25,020
66
$753K 0.41%
+12,291
67
$742K 0.41%
6,267
-142
68
$722K 0.4%
3,370
+50
69
$690K 0.38%
58,149
-1,150
70
$679K 0.37%
9,805
-27
71
$679K 0.37%
3,200
+50
72
$673K 0.37%
27,350
+26,975
73
$669K 0.37%
5,272
-98
74
$666K 0.37%
22,021
+9,611
75
$647K 0.35%
6,389
-47
1 2
3
4 5