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
776
$6K ﹤0.01%
+1,200
777
$6K ﹤0.01%
+230
778
$6K ﹤0.01%
+257
779
$6K ﹤0.01%
+34
780
$6K ﹤0.01%
+81
781
$6K ﹤0.01%
+80
782
$6K ﹤0.01%
+90
783
$6K ﹤0.01%
+180
784
$6K ﹤0.01%
+175
785
$6K ﹤0.01%
+42
786
$6K ﹤0.01%
+10
787
$6K ﹤0.01%
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788
$6K ﹤0.01%
+118
789
$6K ﹤0.01%
+2,375
790
$6K ﹤0.01%
+653
791
$6K ﹤0.01%
+230
792
$6K ﹤0.01%
+101
793
$6K ﹤0.01%
+750
794
$6K ﹤0.01%
+42
795
$6K ﹤0.01%
+20
796
$6K ﹤0.01%
+1,400
797
$6K ﹤0.01%
+131
798
$6K ﹤0.01%
+60
799
$6K ﹤0.01%
+100
800
$5K ﹤0.01%
+100
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