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
926
$2K ﹤0.01%
+250
927
$2K ﹤0.01%
100
928
$2K ﹤0.01%
13
929
$2K ﹤0.01%
67
930
$2K ﹤0.01%
+46
931
$2K ﹤0.01%
30
-173
932
$2K ﹤0.01%
200
933
$2K ﹤0.01%
145
934
$2K ﹤0.01%
15
-100
935
$2K ﹤0.01%
+50
936
$2K ﹤0.01%
150
937
$2K ﹤0.01%
100
938
$2K ﹤0.01%
720
939
$1K ﹤0.01%
80
940
$1K ﹤0.01%
200
-1,000
941
$1K ﹤0.01%
+15
942
$1K ﹤0.01%
+3
943
$1K ﹤0.01%
+4
944
$1K ﹤0.01%
36
945
$1K ﹤0.01%
+1
946
$1K ﹤0.01%
70
947
$1K ﹤0.01%
7
-20
948
$1K ﹤0.01%
500
-2,000
949
$1K ﹤0.01%
50
-1,473
950
– –
0
36 37
38
39 40