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
$220M
AUM Growth
+$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.9M
3
+$2.15M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.57M

Top Sells

1
+$3.17M
2
+$2.4M
3
+$2.25M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.37M
5
VTRS icon
Viatris
VTRS
+$1.33M

Sector Composition

1 Technology 14.82%
2 Healthcare 8.97%
3 Financials 6.32%
4 Consumer Discretionary 5.66%
5 Real Estate 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$2K ﹤0.01%
400
902
$2K ﹤0.01%
100
903
$2K ﹤0.01%
3
904
$2K ﹤0.01%
55
905
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906
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55
907
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50
908
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20
-240
909
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25
-400
910
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400
911
$2K ﹤0.01%
300
912
$2K ﹤0.01%
40
913
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35
914
$2K ﹤0.01%
105
915
$2K ﹤0.01%
134
-38,284
916
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56
917
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100
918
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20
-6,625
919
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26
920
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+12
921
$2K ﹤0.01%
49
922
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250
-500
923
$2K ﹤0.01%
+86
924
$2K ﹤0.01%
96
925
$2K ﹤0.01%
6
35 36
37
38 39