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
801
$5K ﹤0.01%
50
802
$5K ﹤0.01%
+648
803
$5K ﹤0.01%
65
804
$5K ﹤0.01%
215
805
$5K ﹤0.01%
750
806
$5K ﹤0.01%
+141
807
$5K ﹤0.01%
150
808
$5K ﹤0.01%
637
+57
809
$5K ﹤0.01%
15
810
$5K ﹤0.01%
48
811
$5K ﹤0.01%
+275
812
$5K ﹤0.01%
11
813
$5K ﹤0.01%
71
+6
814
$5K ﹤0.01%
230
815
$5K ﹤0.01%
400
816
$5K ﹤0.01%
+200
817
$5K ﹤0.01%
32
818
$5K ﹤0.01%
200
819
$5K ﹤0.01%
70
820
$5K ﹤0.01%
356
+31
821
$5K ﹤0.01%
44
-77
822
$5K ﹤0.01%
+25
823
$5K ﹤0.01%
94
+18
824
$5K ﹤0.01%
125
825
$4K ﹤0.01%
+188
31 32
33
34 35