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

Top Buys

1
+$2.11M
2
+$1.78M
3
+$1.65M
4
KMI icon
Kinder Morgan
KMI
+$1.49M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.4M

Top Sells

1
+$3.41M
2
+$2.27M
3
+$2.25M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.84M
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
926
– –
-518
927
– –
-11,380
928
– –
-165
929
– –
-1,900
930
– –
-4,137
931
– –
-575
932
– –
-1
933
– –
-1,875
934
– –
-50
935
– –
-10
936
– –
-181
937
– –
-279
938
– –
-3,102
939
– –
-13
940
– –
-400
941
– –
-580
942
– –
-600
943
– –
-61
944
– –
-4,533
945
– –
-210
946
– –
-2,859
947
– –
-232
948
– –
-77
949
– –
-7,898
950
– –
-20
36 37
38
39 40