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

Top Buys

1
+$3.27M
2
+$1.17M
3
+$686K
4
PAYC icon
Paycom
PAYC
+$618K
5
BX icon
Blackstone
BX
+$600K

Top Sells

1
+$3.16M
2
+$1.1M
3
+$1.07M
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%
+43
952
$1K ﹤0.01%
+33
953
$1K ﹤0.01%
+4
954
$1K ﹤0.01%
+20
955
$1K ﹤0.01%
+10
956
$1K ﹤0.01%
+90
957
$1K ﹤0.01%
+15
958
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+5
959
$1K ﹤0.01%
+15
960
$1K ﹤0.01%
+15
961
$1K ﹤0.01%
+10
962
$1K ﹤0.01%
+10
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%
+3
970
– –
-3,163
971
$0 ﹤0.01%
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972
$0 ﹤0.01%
+3
973
– –
-7,792
974
$0 ﹤0.01%
+9
975
$0 ﹤0.01%
+13
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