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
901
$3K ﹤0.01%
+12
902
$3K ﹤0.01%
+10
903
$3K ﹤0.01%
+18
904
$3K ﹤0.01%
+53
905
$3K ﹤0.01%
+24
906
$2K ﹤0.01%
+56
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%
+55
916
$2K ﹤0.01%
+50
917
$2K ﹤0.01%
+80
918
$2K ﹤0.01%
+300
919
$2K ﹤0.01%
+25
920
$2K ﹤0.01%
+36
921
$2K ﹤0.01%
+60
922
$2K ﹤0.01%
+104
923
$2K ﹤0.01%
+40
924
$2K ﹤0.01%
+35
925
$2K ﹤0.01%
+105
35 36
37
38 39