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
776
$6K ﹤0.01%
75
777
$6K ﹤0.01%
129
+11
778
$6K ﹤0.01%
+400
779
$6K ﹤0.01%
+167
780
$6K ﹤0.01%
300
781
$6K ﹤0.01%
109
+8
782
$6K ﹤0.01%
181
783
$6K ﹤0.01%
60
784
$6K ﹤0.01%
131
785
$6K ﹤0.01%
112
+82
786
$6K ﹤0.01%
100
787
$6K ﹤0.01%
155
+4
788
$6K ﹤0.01%
196
+17
789
$6K ﹤0.01%
+1,358
790
$6K ﹤0.01%
1,200
-3,000
791
$6K ﹤0.01%
61
+10
792
$6K ﹤0.01%
143
793
$6K ﹤0.01%
246
-1,770
794
$6K ﹤0.01%
+946
795
$6K ﹤0.01%
90
796
$6K ﹤0.01%
1,200
797
$6K ﹤0.01%
+579
798
$6K ﹤0.01%
+300
799
$5K ﹤0.01%
178
800
$5K ﹤0.01%
400
-103
30 31
32
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