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%
+175
752
$7K ﹤0.01%
+53
753
$7K ﹤0.01%
+62
754
$7K ﹤0.01%
+100
755
$7K ﹤0.01%
+316
756
$7K ﹤0.01%
+330
757
$7K ﹤0.01%
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758
$7K ﹤0.01%
+175
759
$7K ﹤0.01%
+200
760
$7K ﹤0.01%
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761
$7K ﹤0.01%
+2,000
762
$7K ﹤0.01%
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763
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+100
764
$7K ﹤0.01%
+221
765
$7K ﹤0.01%
+83
766
$7K ﹤0.01%
+713
767
$7K ﹤0.01%
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768
$6K ﹤0.01%
+192
769
$6K ﹤0.01%
+1,200
770
$6K ﹤0.01%
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771
$6K ﹤0.01%
+80
772
$6K ﹤0.01%
+90
773
$6K ﹤0.01%
+180
774
$6K ﹤0.01%
+175
775
$6K ﹤0.01%
+42
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