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
826
$4K ﹤0.01%
125
827
$4K ﹤0.01%
+700
828
$4K ﹤0.01%
+500
829
– –
0
830
$4K ﹤0.01%
+83
831
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50
-5
832
$4K ﹤0.01%
85
-929
833
$4K ﹤0.01%
44
834
$4K ﹤0.01%
+62
835
$4K ﹤0.01%
80
836
$4K ﹤0.01%
70
837
$4K ﹤0.01%
49
838
$4K ﹤0.01%
73
839
$4K ﹤0.01%
45
-20
840
$4K ﹤0.01%
23
841
$4K ﹤0.01%
+60
842
$4K ﹤0.01%
43
843
$4K ﹤0.01%
37
-25
844
$4K ﹤0.01%
715
+62
845
$4K ﹤0.01%
301
846
$4K ﹤0.01%
300
847
$4K ﹤0.01%
160
-500
848
$4K ﹤0.01%
1,400
849
$4K ﹤0.01%
42
850
$4K ﹤0.01%
+164
32 33
34
35 36