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
801
$5K ﹤0.01%
+300
802
$5K ﹤0.01%
+178
803
$5K ﹤0.01%
+500
804
$5K ﹤0.01%
+51
805
$5K ﹤0.01%
+55
806
$5K ﹤0.01%
+143
807
$5K ﹤0.01%
+202
808
$5K ﹤0.01%
+100
809
$5K ﹤0.01%
+20
810
$5K ﹤0.01%
+75
811
$5K ﹤0.01%
+65
812
$5K ﹤0.01%
+746
813
$5K ﹤0.01%
+103
814
$5K ﹤0.01%
+50
815
$5K ﹤0.01%
+48
816
$5K ﹤0.01%
+47
817
$5K ﹤0.01%
+68
818
$5K ﹤0.01%
+42
819
$5K ﹤0.01%
+181
820
$5K ﹤0.01%
+32
821
$5K ﹤0.01%
+400
822
$5K ﹤0.01%
+60
823
$5K ﹤0.01%
+215
824
$5K ﹤0.01%
+70
825
$5K ﹤0.01%
+37
31 32
33
34 35