TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $376M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
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
+$1.92M
2
+$1.83M
3
+$1.81M
4
KMI icon
Kinder Morgan
KMI
+$1.6M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.37M

Top Sells

1
+$3.3M
2
+$2.31M
3
+$2.21M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.88M
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
76
$644K 0.35%
9,681
77
$640K 0.35%
4,997
+119
78
$638K 0.35%
1,784
-7
79
$632K 0.35%
4,586
-315
80
$597K 0.33%
10,427
+7,335
81
$597K 0.33%
4,939
-27,318
82
$596K 0.33%
8,310
+150
83
$594K 0.33%
3,160
84
$583K 0.32%
1,403
+1,363
85
$574K 0.31%
4,233
-215
86
$573K 0.31%
10,722
+8,791
87
$570K 0.31%
3,741
+293
88
$563K 0.31%
3,458
+2,057
89
$560K 0.31%
6,377
-360
90
$552K 0.3%
37,459
-18,387
91
$546K 0.3%
2,454
+367
92
$544K 0.3%
2,451
+9
93
$543K 0.3%
2,892
-700
94
$540K 0.3%
57,090
+600
95
$532K 0.29%
+28,990
96
$529K 0.29%
13,973
+5,983
97
$527K 0.29%
4,780
98
$514K 0.28%
4,009
+37
99
$513K 0.28%
47,170
+21,105
100
$502K 0.28%
3,729
-5,634
2 3
4
5 6