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
751
$7K ﹤0.01%
+100
752
$7K ﹤0.01%
+316
753
$7K ﹤0.01%
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754
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755
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757
$7K ﹤0.01%
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758
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759
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761
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762
$7K ﹤0.01%
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764
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765
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+200
766
$7K ﹤0.01%
+119
767
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+2,000
768
$6K ﹤0.01%
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769
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770
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771
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772
$6K ﹤0.01%
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773
$6K ﹤0.01%
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774
$6K ﹤0.01%
+175
775
$6K ﹤0.01%
+192
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