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
$182M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.83M
3
+$1.81M
4
KMI icon
Kinder Morgan
KMI
+$1.6M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.37M

Top Sells

1
+$3.3M
2
+$2.31M
3
+$2.21M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.88M
5
CRWD icon
CrowdStrike
CRWD
+$1.59M

Sector Composition

1 Technology 14.61%
2 Healthcare 10.52%
3 Financials 7.77%
4 Consumer Discretionary 6.18%
5 Materials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
– –
-133
902
– –
-200
903
– –
-131
904
– –
-164
905
– –
-200
906
– –
-4,950
907
– –
-4,100
908
– –
-1,525
909
– –
-798
910
– –
-150
911
– –
-77
912
– –
-487
913
– –
-400
914
– –
-40
915
– –
-400
916
– –
-37
917
– –
-105
918
– –
-40
919
– –
-720
920
– –
-18
921
– –
-50
922
– –
-170
923
– –
-86
924
– –
-1
925
– –
-25
35 36
37
38 39