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

Top Buys

1
+$3.38M
2
+$2.98M
3
+$2.21M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.68M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.54M

Top Sells

1
+$3.13M
2
+$2.35M
3
+$2.24M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.36M
5
VTRS icon
Viatris
VTRS
+$1.35M

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%
105
927
$2K ﹤0.01%
134
-38,284
928
$2K ﹤0.01%
56
929
$2K ﹤0.01%
100
930
$2K ﹤0.01%
20
-6,625
931
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+12
932
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49
933
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250
-500
934
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+86
935
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96
936
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6
937
$2K ﹤0.01%
+50
938
$2K ﹤0.01%
150
939
$1K ﹤0.01%
70
940
$1K ﹤0.01%
7
-20
941
$1K ﹤0.01%
500
-2,000
942
$1K ﹤0.01%
50
-1,473
943
– –
0
944
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43
945
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33
946
$1K ﹤0.01%
15
947
$1K ﹤0.01%
80
948
$1K ﹤0.01%
+7
949
$1K ﹤0.01%
90
950
$1K ﹤0.01%
15
36 37
38
39 40