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%
30
-342
852
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90
853
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92
+7
854
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+15
855
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50
856
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40
857
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-139
858
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39
+2
859
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53
860
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808
+69
861
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26
+2
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$4K ﹤0.01%
750
863
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700
864
$3K ﹤0.01%
50
865
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200
-1,557
866
$3K ﹤0.01%
230
867
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70
-13,904
868
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62
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869
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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