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
$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 10.51%
3 Financials 6.04%
4 Consumer Discretionary 5.8%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$8K ﹤0.01%
+60
727
$8K ﹤0.01%
+123
728
$8K ﹤0.01%
+35
729
$8K ﹤0.01%
+352
730
$8K ﹤0.01%
+267
731
$8K ﹤0.01%
+75
732
$8K ﹤0.01%
+50
733
$8K ﹤0.01%
+225
734
$8K ﹤0.01%
+81
735
$8K ﹤0.01%
+57
736
$8K ﹤0.01%
+191
737
$8K ﹤0.01%
+77
738
$8K ﹤0.01%
+165
739
$8K ﹤0.01%
+39
740
$8K ﹤0.01%
+1,455
741
$8K ﹤0.01%
+114
742
$7K ﹤0.01%
+167
743
$7K ﹤0.01%
+200
744
$7K ﹤0.01%
+208
745
$7K ﹤0.01%
+348
746
$7K ﹤0.01%
+44
747
$7K ﹤0.01%
+1,200
748
$7K ﹤0.01%
+101
749
– –
0
750
$7K ﹤0.01%
+143
28 29
30
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