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
$210M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
982
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.17M
3
+$686K
4
PAYC icon
Paycom
PAYC
+$618K
5
BX icon
Blackstone
BX
+$600K

Top Sells

1
+$3.16M
2
+$1.1M
3
+$1.07M
4
DGX icon
Quest Diagnostics
DGX
+$417K
5
MTH icon
Meritage Homes
MTH
+$367K

Sector Composition

1 Technology 14.51%
2 Healthcare 10.51%
3 Financials 6.04%
4 Consumer Discretionary 5.8%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$4K ﹤0.01%
+57
877
$4K ﹤0.01%
+27
878
$3K ﹤0.01%
+54
879
$3K ﹤0.01%
+50
880
$3K ﹤0.01%
+20
881
$3K ﹤0.01%
+400
882
$3K ﹤0.01%
+414
883
$3K ﹤0.01%
+44
884
$3K ﹤0.01%
+41
885
$3K ﹤0.01%
+34
886
$3K ﹤0.01%
+63
887
$3K ﹤0.01%
+366
888
$3K ﹤0.01%
+400
889
$3K ﹤0.01%
+47
890
$3K ﹤0.01%
+22
891
$3K ﹤0.01%
+50
892
$3K ﹤0.01%
+6
893
$3K ﹤0.01%
+67
894
$3K ﹤0.01%
+12
895
$3K ﹤0.01%
+10
896
$3K ﹤0.01%
+18
897
$3K ﹤0.01%
+106
898
$3K ﹤0.01%
+100
899
$3K ﹤0.01%
+100
900
$3K ﹤0.01%
+225
34 35
36
37 38