TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$5.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$945K
3
+$758K
4
GOEV
Canoo Inc. Class A Common Stock
GOEV
+$561K
5
PETS icon
PetMed Express
PETS
+$534K

Top Sells

1
+$1.5M
2
+$1.41M
3
+$885K
4
LVGO
Livongo Health, Inc. Common Stock
LVGO
+$742K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$538K

Sector Composition

1 Healthcare 13.22%
2 Technology 10.57%
3 Consumer Discretionary 4.8%
4 Financials 3.77%
5 Materials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$456K 0.4%
10,990
-2,700
77
$453K 0.4%
9,072
-1,008
78
$453K 0.4%
2,174
+47
79
$430K 0.38%
6,645
+300
80
$416K 0.36%
2,080
+19
81
$414K 0.36%
1,970
+219
82
$383K 0.33%
+4,270
83
$378K 0.33%
5,932
-100
84
$363K 0.32%
4,540
+520
85
$344K 0.3%
8,062
-2,125
86
$342K 0.3%
3,874
87
$340K 0.3%
5,962
88
$331K 0.29%
+3,248
89
$329K 0.29%
5,291
-1,550
90
$324K 0.28%
4,027
+550
91
$324K 0.28%
1,545
92
$316K 0.28%
1,687
93
$309K 0.27%
3,210
94
$306K 0.27%
6,055
+2,000
95
$299K 0.26%
4,270
+1,250
96
$295K 0.26%
7,700
97
$294K 0.26%
+5,335
98
$294K 0.26%
3,878
+900
99
$291K 0.25%
990
-48
100
$291K 0.25%
2,400
+194
2 3
4
5 6