TCWM
Total Clarity Wealth Management Portfolio holdings
AUM $306M
AUM
$306M
AUM Growth
-$1.24M (-0.4%)
Cap. Flow
-$1.03M
Cap. Flow % of AUM
-0.34%
Top 10 Holdings %Top 10 Hldgs %
23.58%
Holding
278
New
11
Increased
–
Reduced
38
Closed
1
Top Buys
| 1 | $46.5K | |
| 2 | $17.4K | |
| 3 | $6.16K | |
| 4 | $4.08K | |
| 5 | $2.29K |
Top Sells
| 1 | $79.1K | |
| 2 | $77.9K | |
| 3 | $76.9K | |
| 4 | $73.3K | |
| 5 | $72.7K |
Sector Composition
| 1 | Technology | 9.7% |
| 2 | Financials | 6.24% |
| 3 | Consumer Discretionary | 3.67% |
| 4 | Healthcare | 3.22% |
| 5 | Industrials | 3.13% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.07M | 0.35% | 6,010 | – | – | |||
| $1.06M | 0.35% | 18,384 | – | – | |||
| $1.05M | 0.34% | 30,241 | – | – | |||
| $1.05M | 0.34% | 9,458 | – | – | |||
| $1.01M | 0.33% | 17,831 -1,400 | -7% | -$79.1K | |||
| $998K | 0.33% | 5,176 | – | – | |||
| $982K | 0.32% | 34,264 -315 | -0.9% | -$9.03K | |||
| $967K | 0.32% | 15,813 | – | – | |||
| $964K | 0.31% | 16,287 | – | – | |||
| $962K | 0.31% | 38,979 | – | – | |||
| $953K | 0.31% | 19,725 | – | – | |||
| $944K | 0.31% | 1,867 | – | – | |||
| $939K | 0.31% | 12,186 -36 | -0.3% | -$2.77K | |||
| $935K | 0.31% | 15,865 -900 | -5% | -$53K | |||
| $934K | 0.3% | 26,501 | – | – | |||
| $895K | 0.29% | 13,191 | – | – | |||
| $895K | 0.29% | 14,425 | – | – | |||
| $894K | 0.29% | 14,782 -142 | -1% | -$8.59K | |||
| $894K | 0.29% | 7,790 | – | – | |||
| $889K | 0.29% | 3,375 | – | – | |||
| $888K | 0.29% | 16,233 -158 | -1% | -$8.64K | |||
| $875K | 0.29% | 1,662 | – | – | |||
| $872K | 0.28% | 88,056 | – | – | |||
| $842K | 0.27% | 8,491 | – | – | |||
| $827K | 0.27% | 1,975 | – | – |
