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
851
$4K ﹤0.01%
80
852
$4K ﹤0.01%
300
853
$4K ﹤0.01%
160
-500
854
$4K ﹤0.01%
42
855
$4K ﹤0.01%
+164
856
$4K ﹤0.01%
90
857
$4K ﹤0.01%
92
+7
858
$4K ﹤0.01%
45
-20
859
$4K ﹤0.01%
23
860
$4K ﹤0.01%
+60
861
$4K ﹤0.01%
1,400
862
$4K ﹤0.01%
30
-342
863
$4K ﹤0.01%
+700
864
$3K ﹤0.01%
78
865
$3K ﹤0.01%
12
866
$3K ﹤0.01%
50
867
$3K ﹤0.01%
200
-1,557
868
$3K ﹤0.01%
230
869
$3K ﹤0.01%
70
-13,904
870
$3K ﹤0.01%
62
+5
871
$3K ﹤0.01%
30
872
$3K ﹤0.01%
42
+1
873
$3K ﹤0.01%
+6
874
$3K ﹤0.01%
35
875
$3K ﹤0.01%
34
33 34
35
36 37