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
$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
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 8.99%
3 Financials 6.3%
4 Consumer Discretionary 5.66%
5 Real Estate 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$731K 0.33%
2,728
+355
77
$729K 0.33%
3,150
-42
78
$722K 0.33%
31,095
-6,524
79
$718K 0.33%
4,448
-262
80
$711K 0.32%
59,299
-966
81
$704K 0.32%
9,832
-323
82
$695K 0.32%
5,370
+200
83
$664K 0.3%
6,436
-1
84
$654K 0.3%
9,054
+1,400
85
$644K 0.29%
1,791
-217
86
$643K 0.29%
3,111
+72
87
$642K 0.29%
10,489
-1,012
88
$630K 0.29%
4,878
+254
89
$612K 0.28%
55,846
+13,642
90
$604K 0.27%
3,448
+218
91
$598K 0.27%
3,449
+530
92
$589K 0.27%
6,737
-1,073
93
$585K 0.27%
8,160
-200
94
$576K 0.26%
1,387
95
$556K 0.25%
1,640
+25
96
$529K 0.24%
5,835
+50
97
$529K 0.24%
2,442
-85
98
$511K 0.23%
12,175
-1,100
99
$507K 0.23%
4,780
+100
100
$498K 0.23%
746
-41
2 3
4
5 6