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
$220M
AUM Growth
+$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.9M
3
+$2.15M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.57M

Top Sells

1
+$3.17M
2
+$2.4M
3
+$2.25M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.37M
5
VTRS icon
Viatris
VTRS
+$1.33M

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
801
$5K ﹤0.01%
400
-103
802
$5K ﹤0.01%
50
803
$5K ﹤0.01%
+648
804
$5K ﹤0.01%
65
805
$5K ﹤0.01%
15
806
$5K ﹤0.01%
48
807
$5K ﹤0.01%
+275
808
$5K ﹤0.01%
11
809
$5K ﹤0.01%
71
+6
810
$5K ﹤0.01%
230
811
$5K ﹤0.01%
+200
812
$5K ﹤0.01%
32
813
$5K ﹤0.01%
215
814
$5K ﹤0.01%
200
815
$5K ﹤0.01%
44
-77
816
$5K ﹤0.01%
+25
817
$5K ﹤0.01%
188
+36
818
$5K ﹤0.01%
125
819
$5K ﹤0.01%
+141
820
$5K ﹤0.01%
150
821
$5K ﹤0.01%
637
+57
822
$5K ﹤0.01%
400
823
$5K ﹤0.01%
70
824
$5K ﹤0.01%
356
+31
825
$4K ﹤0.01%
70
31 32
33
34 35