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
826
$4K ﹤0.01%
49
827
$4K ﹤0.01%
125
828
$4K ﹤0.01%
73
829
$4K ﹤0.01%
43
830
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37
-25
831
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715
+62
832
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301
833
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+15
834
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50
835
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40
836
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86
-139
837
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39
+2
838
$4K ﹤0.01%
106
839
$4K ﹤0.01%
808
+69
840
$4K ﹤0.01%
+188
841
$4K ﹤0.01%
26
+2
842
$4K ﹤0.01%
750
843
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700
844
$4K ﹤0.01%
44
845
$4K ﹤0.01%
+500
846
– –
0
847
$4K ﹤0.01%
+83
848
$4K ﹤0.01%
50
-5
849
$4K ﹤0.01%
85
-929
850
$4K ﹤0.01%
+62
32 33
34
35 36