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
851
$4K ﹤0.01%
26
+2
852
$4K ﹤0.01%
750
853
$4K ﹤0.01%
700
854
$4K ﹤0.01%
45
-20
855
$4K ﹤0.01%
23
856
$4K ﹤0.01%
+60
857
$4K ﹤0.01%
43
858
$4K ﹤0.01%
37
-25
859
$4K ﹤0.01%
1,400
860
$4K ﹤0.01%
42
861
$4K ﹤0.01%
+164
862
$4K ﹤0.01%
30
-342
863
$4K ﹤0.01%
+700
864
$3K ﹤0.01%
50
865
$3K ﹤0.01%
200
-1,557
866
$3K ﹤0.01%
230
867
$3K ﹤0.01%
70
-13,904
868
$3K ﹤0.01%
62
+5
869
$3K ﹤0.01%
30
870
$3K ﹤0.01%
42
+1
871
$3K ﹤0.01%
+6
872
$3K ﹤0.01%
35
873
$3K ﹤0.01%
34
874
$3K ﹤0.01%
366
875
$3K ﹤0.01%
+186
33 34
35
36 37