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
$210M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
982
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.17M
3
+$686K
4
PAYC icon
Paycom
PAYC
+$618K
5
BX icon
Blackstone
BX
+$600K

Top Sells

1
+$3.16M
2
+$1.1M
3
+$1.07M
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%
+750
827
$5K ﹤0.01%
+1
828
$5K ﹤0.01%
+700
829
$5K ﹤0.01%
+103
830
$5K ﹤0.01%
+300
831
$5K ﹤0.01%
+178
832
$4K ﹤0.01%
+32
833
$4K ﹤0.01%
+42
834
$4K ﹤0.01%
+90
835
$4K ﹤0.01%
+85
836
$4K ﹤0.01%
+500
837
$4K ﹤0.01%
+8
838
$4K ﹤0.01%
+521
839
$4K ﹤0.01%
+70
840
$4K ﹤0.01%
+49
841
$4K ﹤0.01%
+125
842
$4K ﹤0.01%
+73
843
$4K ﹤0.01%
+11
844
$4K ﹤0.01%
+23
845
$4K ﹤0.01%
+65
846
$4K ﹤0.01%
+15
847
$4K ﹤0.01%
+699
848
$4K ﹤0.01%
+11
849
$4K ﹤0.01%
+43
850
$4K ﹤0.01%
+100
32 33
34
35 36