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
$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%
+250
877
$4K ﹤0.01%
+52
878
$3K ﹤0.01%
+106
879
$3K ﹤0.01%
+24
880
$3K ﹤0.01%
+100
881
$3K ﹤0.01%
+225
882
$3K ﹤0.01%
+14
883
$3K ﹤0.01%
+35
884
$3K ﹤0.01%
+600
885
$3K ﹤0.01%
+50
886
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+20
887
$3K ﹤0.01%
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888
$3K ﹤0.01%
+414
889
$3K ﹤0.01%
+100
890
$3K ﹤0.01%
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891
$3K ﹤0.01%
+41
892
$3K ﹤0.01%
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893
$3K ﹤0.01%
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894
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895
$3K ﹤0.01%
+366
896
$3K ﹤0.01%
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897
$3K ﹤0.01%
+47
898
$3K ﹤0.01%
+22
899
$3K ﹤0.01%
+68
900
$3K ﹤0.01%
+50
34 35
36
37 38