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

Top Buys

1
+$3.26M
2
+$1.16M
3
+$688K
4
O icon
Realty Income
O
+$638K
5
BX icon
Blackstone
BX
+$601K

Top Sells

1
+$3.16M
2
+$1.1M
3
+$1.04M
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%
+50
879
$3K ﹤0.01%
+366
880
$3K ﹤0.01%
+400
881
$3K ﹤0.01%
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882
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883
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884
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885
$3K ﹤0.01%
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886
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887
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888
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889
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890
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891
$3K ﹤0.01%
+400
892
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+414
893
$3K ﹤0.01%
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894
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895
$3K ﹤0.01%
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896
$3K ﹤0.01%
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897
$3K ﹤0.01%
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898
$3K ﹤0.01%
+63
899
$3K ﹤0.01%
+100
900
$3K ﹤0.01%
+225
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