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
$182M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.83M
3
+$1.81M
4
KMI icon
Kinder Morgan
KMI
+$1.6M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.37M

Top Sells

1
+$3.3M
2
+$2.31M
3
+$2.21M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.88M
5
CRWD icon
CrowdStrike
CRWD
+$1.59M

Sector Composition

1 Technology 14.61%
2 Healthcare 10.52%
3 Financials 7.77%
4 Consumer Discretionary 6.18%
5 Materials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
– –
-827
852
– –
-7
853
– –
-676
854
– –
-108
855
– –
-186
856
– –
-811
857
– –
-50
858
– –
-300
859
– –
-1,450
860
– –
-2,698
861
– –
-712
862
– –
-1,036
863
– –
-140
864
– –
-300
865
– –
-510
866
– –
-984
867
– –
-104
868
– –
-11,481
869
– –
-15
870
– –
-23
871
– –
-255
872
– –
-648
873
– –
-1,075
874
– –
-205
875
– –
-4
33 34
35
36 37