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
$210M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
982
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.17M
3
+$686K
4
PAYC icon
Paycom
PAYC
+$618K
5
BX icon
Blackstone
BX
+$600K

Top Sells

1
+$3.16M
2
+$1.1M
3
+$1.07M
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%
+83
752
$7K ﹤0.01%
+167
753
$7K ﹤0.01%
+200
754
$7K ﹤0.01%
+713
755
$7K ﹤0.01%
+108
756
$7K ﹤0.01%
+175
757
$7K ﹤0.01%
+53
758
$7K ﹤0.01%
+62
759
$7K ﹤0.01%
+100
760
$7K ﹤0.01%
+316
761
$7K ﹤0.01%
+330
762
$7K ﹤0.01%
+61
763
$7K ﹤0.01%
+175
764
$7K ﹤0.01%
+200
765
$7K ﹤0.01%
+119
766
$7K ﹤0.01%
+2,000
767
$7K ﹤0.01%
+221
768
$6K ﹤0.01%
+151
769
$6K ﹤0.01%
+179
770
$6K ﹤0.01%
+150
771
$6K ﹤0.01%
+750
772
$6K ﹤0.01%
+580
773
$6K ﹤0.01%
+140
774
$6K ﹤0.01%
+200
775
$6K ﹤0.01%
+192
29 30
31
32 33