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
776
$6K ﹤0.01%
+257
777
$6K ﹤0.01%
+34
778
$6K ﹤0.01%
+10
779
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+75
780
$6K ﹤0.01%
+118
781
$6K ﹤0.01%
+2,375
782
$6K ﹤0.01%
+1,200
783
$6K ﹤0.01%
+230
784
$6K ﹤0.01%
+42
785
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+653
786
$6K ﹤0.01%
+230
787
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788
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+750
789
$6K ﹤0.01%
+42
790
$6K ﹤0.01%
+20
791
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+1,400
792
$6K ﹤0.01%
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793
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794
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795
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796
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+179
797
$6K ﹤0.01%
+150
798
$6K ﹤0.01%
+750
799
$6K ﹤0.01%
+580
800
$5K ﹤0.01%
+238
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