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
951
– –
-1,400
952
– –
-730
953
– –
-215
954
– –
-539
955
– –
-50
956
– –
-3,804
957
– –
-3,625
958
– –
-1,113
959
– –
-646
960
– –
-644
961
– –
-100
962
– –
-13
963
– –
-67
964
– –
-170
965
– –
-70
966
– –
-516
967
– –
-500
968
– –
-564
969
– –
-750
970
– –
-190
971
– –
-1,221
972
– –
-500
973
– –
-1,924
974
– –
-400
975
– –
-32
37 38
39
40 41