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
$210M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
982
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.16M
3
+$688K
4
O icon
Realty Income
O
+$638K
5
BX icon
Blackstone
BX
+$601K

Top Sells

1
+$3.16M
2
+$1.1M
3
+$1.04M
4
DGX icon
Quest Diagnostics
DGX
+$417K
5
MTH icon
Meritage Homes
MTH
+$367K

Sector Composition

1 Technology 14.51%
2 Healthcare 10.51%
3 Financials 6.04%
4 Consumer Discretionary 5.8%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$1K ﹤0.01%
+4
952
$1K ﹤0.01%
+20
953
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+10
954
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+90
955
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956
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957
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+15
958
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+15
959
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+10
960
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+10
961
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+25
962
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+40
963
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+136
964
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+25
965
$1K ﹤0.01%
+900
966
$0 ﹤0.01%
+10
967
$0 ﹤0.01%
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968
$0 ﹤0.01%
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969
$0 ﹤0.01%
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970
– –
-7,792
971
$0 ﹤0.01%
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972
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973
$0 ﹤0.01%
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974
$0 ﹤0.01%
+1
975
– –
-11,550
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