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
901
$3K ﹤0.01%
+14
902
$3K ﹤0.01%
+68
903
$3K ﹤0.01%
+24
904
$3K ﹤0.01%
+35
905
$3K ﹤0.01%
+600
906
$2K ﹤0.01%
+55
907
$2K ﹤0.01%
+30
908
$2K ﹤0.01%
+75
909
$2K ﹤0.01%
+200
910
$2K ﹤0.01%
+3
911
$2K ﹤0.01%
+30
912
$2K ﹤0.01%
+55
913
$2K ﹤0.01%
+100
914
$2K ﹤0.01%
+83
915
$2K ﹤0.01%
+50
916
$2K ﹤0.01%
+80
917
$2K ﹤0.01%
+300
918
$2K ﹤0.01%
+60
919
$2K ﹤0.01%
+104
920
$2K ﹤0.01%
+40
921
$2K ﹤0.01%
+35
922
$2K ﹤0.01%
+105
923
$2K ﹤0.01%
+56
924
$2K ﹤0.01%
+40
925
$2K ﹤0.01%
+26
35 36
37
38 39