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
751
$7K ﹤0.01%
38
-6
752
$7K ﹤0.01%
+400
753
$7K ﹤0.01%
108
754
$7K ﹤0.01%
200
755
$7K ﹤0.01%
10
756
$7K ﹤0.01%
100
-37
757
$7K ﹤0.01%
175
758
$7K ﹤0.01%
100
759
$7K ﹤0.01%
50
760
$7K ﹤0.01%
120
-562
761
$7K ﹤0.01%
330
762
$7K ﹤0.01%
238
763
$7K ﹤0.01%
30
-73
764
$7K ﹤0.01%
61
765
$7K ﹤0.01%
2,859
+1,229
766
$7K ﹤0.01%
77
+6
767
$7K ﹤0.01%
20
768
$7K ﹤0.01%
37
769
$7K ﹤0.01%
3,000
+1,000
770
$6K ﹤0.01%
180
771
$6K ﹤0.01%
45
-42
772
$6K ﹤0.01%
811
+65
773
$6K ﹤0.01%
175
774
$6K ﹤0.01%
989
-1,048
775
$6K ﹤0.01%
68
29 30
31
32 33