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

Top Buys

1
+$3.26M
2
+$1.16M
3
+$688K
4
O icon
Realty Income
O
+$638K
5
BX icon
Blackstone
BX
+$601K

Top Sells

1
+$3.16M
2
+$1.1M
3
+$1.04M
4
DGX icon
Quest Diagnostics
DGX
+$417K
5
MTH icon
Meritage Homes
MTH
+$367K

Sector Composition

1 Technology 14.51%
2 Healthcare 10.53%
3 Financials 6.01%
4 Consumer Discretionary 5.8%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$720K 0.34%
16,740
-73
77
$705K 0.34%
5,785
78
$698K 0.33%
2,008
-2
79
$688K 0.33%
+1,387
80
$685K 0.33%
15,473
+196
81
$676K 0.32%
11,501
-1,562
82
$666K 0.32%
60,265
+923
83
$651K 0.31%
6,033
+189
84
$649K 0.31%
37,619
+5,167
85
$639K 0.3%
7,810
86
$638K 0.3%
+10,155
87
$632K 0.3%
55,045
-2,603
88
$607K 0.29%
12,989
-112
89
$601K 0.29%
+5,170
90
$583K 0.28%
3,039
-43
91
$580K 0.28%
4,640
92
$572K 0.27%
2,373
+1
93
$563K 0.27%
2,527
+218
94
$552K 0.26%
13,275
+450
95
$546K 0.26%
6,437
+151
96
$544K 0.26%
4,624
-87
97
$536K 0.25%
40,121
-1,725
98
$531K 0.25%
8,105
+730
99
$523K 0.25%
11,500
+73
100
$519K 0.25%
7,654
-25
2 3
4
5 6