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
$306M
AUM Growth
-$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$46.5K
2
+$17.4K
3
+$6.16K
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$4.08K
5
CDMO
Avid Bioservices, Inc. Common Stock
CDMO
+$2.29K

Top Sells

1
+$206K
2
+$79.1K
3
+$77.9K
4
CGUS icon
Capital Group Core Equity ETF
CGUS
+$76.9K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$73.3K

Sector Composition

1 Technology 9.58%
2 Financials 6.24%
3 Consumer Discretionary 3.67%
4 Healthcare 3.22%
5 Industrials 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.51%
69,237
52
$1.55M 0.51%
15,426
53
$1.54M 0.5%
28,601
54
$1.53M 0.5%
15,420
55
$1.52M 0.5%
35,926
56
$1.47M 0.48%
3,772
57
$1.42M 0.46%
12,425
58
$1.42M 0.46%
21,423
59
$1.41M 0.46%
29,581
60
$1.35M 0.44%
65,819
61
$1.33M 0.43%
57,029
62
$1.31M 0.43%
44,914
-82
63
$1.31M 0.43%
58,810
64
$1.3M 0.42%
41,951
-320
65
$1.28M 0.42%
5,485
66
$1.25M 0.41%
13,871
67
$1.24M 0.41%
24,921
68
$1.24M 0.41%
22,482
69
$1.24M 0.4%
43,120
70
$1.23M 0.4%
31,868
-57
71
$1.23M 0.4%
56,305
72
$1.2M 0.39%
12,103
73
$1.14M 0.37%
4,143
74
$1.08M 0.35%
24,639
-800
75
$1.07M 0.35%
1,830
1 2
3
4 5