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
$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
State Street 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 8.97%
3 Financials 6.32%
4 Consumer Discretionary 5.66%
5 Real Estate 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$9K ﹤0.01%
38
-1
727
$8K ﹤0.01%
+325
728
$8K ﹤0.01%
83
729
$8K ﹤0.01%
204
+19
730
$8K ﹤0.01%
227
+19
731
$8K ﹤0.01%
60
732
$8K ﹤0.01%
340
733
$8K ﹤0.01%
123
734
$8K ﹤0.01%
352
735
$8K ﹤0.01%
101
736
$8K ﹤0.01%
53
737
$8K ﹤0.01%
50
738
$8K ﹤0.01%
225
739
$8K ﹤0.01%
165
740
$8K ﹤0.01%
+539
741
$8K ﹤0.01%
200
742
$8K ﹤0.01%
77
743
$8K ﹤0.01%
114
744
$8K ﹤0.01%
500
-350
745
$8K ﹤0.01%
+4
746
$7K ﹤0.01%
573
+49
747
$7K ﹤0.01%
167
748
$7K ﹤0.01%
200
749
$7K ﹤0.01%
223
+21
750
$7K ﹤0.01%
200
28 29
30
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