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
951
$1K ﹤0.01%
33
952
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15
953
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80
954
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+7
955
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+26
956
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10
957
– –
0
958
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90
959
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15
960
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+5
961
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10
962
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25
963
$1K ﹤0.01%
40
964
$1K ﹤0.01%
+48
965
$1K ﹤0.01%
+20
966
$1K ﹤0.01%
4
-50
967
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25
968
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40
969
– –
0
970
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136
971
$1K ﹤0.01%
10
972
$1K ﹤0.01%
900
973
$1K ﹤0.01%
70
974
– –
-192
975
– –
-100
37 38
39
40 41