TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
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
+$3.42M
2
+$2.9M
3
+$2.15M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.57M

Top Sells

1
+$3.17M
2
+$2.4M
3
+$2.25M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.37M
5
VTRS icon
Viatris
VTRS
+$1.33M

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%
204
727
$8K ﹤0.01%
+4
728
$8K ﹤0.01%
+325
729
$8K ﹤0.01%
83
730
$8K ﹤0.01%
204
+19
731
$8K ﹤0.01%
227
+19
732
$8K ﹤0.01%
60
733
$8K ﹤0.01%
340
734
$8K ﹤0.01%
123
735
$8K ﹤0.01%
352
736
$8K ﹤0.01%
101
737
$8K ﹤0.01%
53
738
$8K ﹤0.01%
50
739
$8K ﹤0.01%
225
740
$8K ﹤0.01%
165
741
$8K ﹤0.01%
+539
742
$8K ﹤0.01%
200
743
$8K ﹤0.01%
77
744
$8K ﹤0.01%
114
745
$8K ﹤0.01%
500
-350
746
$7K ﹤0.01%
+400
747
$7K ﹤0.01%
573
+49
748
$7K ﹤0.01%
167
749
$7K ﹤0.01%
200
750
$7K ﹤0.01%
223
+21
28 29
30
31 32