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
826
$5K ﹤0.01%
+1
827
$5K ﹤0.01%
+700
828
$5K ﹤0.01%
+103
829
$5K ﹤0.01%
+50
830
$5K ﹤0.01%
+300
831
$5K ﹤0.01%
+178
832
$4K ﹤0.01%
+500
833
$4K ﹤0.01%
+8
834
$4K ﹤0.01%
+521
835
$4K ﹤0.01%
+70
836
$4K ﹤0.01%
+49
837
$4K ﹤0.01%
+65
838
$4K ﹤0.01%
+15
839
$4K ﹤0.01%
+699
840
$4K ﹤0.01%
+11
841
$4K ﹤0.01%
+43
842
$4K ﹤0.01%
+100
843
– –
0
844
$4K ﹤0.01%
+400
845
$4K ﹤0.01%
+80
846
$4K ﹤0.01%
+65
847
$4K ﹤0.01%
+440
848
$4K ﹤0.01%
+301
849
$4K ﹤0.01%
+300
850
$4K ﹤0.01%
+1,630
32 33
34
35 36