TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $426M
1-Year Est. Return 23.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.62%
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
851
$4K ﹤0.01%
90
852
$4K ﹤0.01%
92
+7
853
$4K ﹤0.01%
+15
854
$4K ﹤0.01%
50
855
$4K ﹤0.01%
40
856
$4K ﹤0.01%
86
-139
857
$4K ﹤0.01%
39
+2
858
$4K ﹤0.01%
106
859
$4K ﹤0.01%
808
+69
860
$4K ﹤0.01%
+188
861
$4K ﹤0.01%
26
+2
862
$4K ﹤0.01%
750
863
$4K ﹤0.01%
700
864
$3K ﹤0.01%
70
-13,904
865
$3K ﹤0.01%
62
+5
866
$3K ﹤0.01%
30
867
$3K ﹤0.01%
42
+1
868
$3K ﹤0.01%
+6
869
$3K ﹤0.01%
35
870
$3K ﹤0.01%
34
871
$3K ﹤0.01%
50
872
$3K ﹤0.01%
200
-1,557
873
$3K ﹤0.01%
230
874
$3K ﹤0.01%
366
875
$3K ﹤0.01%
+186
33 34
35
36 37