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
$306M
AUM Growth
-$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$46.5K
2
+$17.4K
3
+$6.16K
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$4.08K
5
CDMO
Avid Bioservices, Inc. Common Stock
CDMO
+$2.29K

Top Sells

1
+$206K
2
+$79.1K
3
+$77.9K
4
CGUS icon
Capital Group Core Equity ETF
CGUS
+$76.9K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$73.3K

Sector Composition

1 Technology 9.58%
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 Change
in Stake 		Capital Flow
76
$1.07M 0.35%
6,010
77
$1.06M 0.35%
18,384
78
$1.05M 0.34%
30,241
79
$1.05M 0.34%
9,458
80
$1.01M 0.33%
17,831
-1,400
81
$998K 0.33%
5,176
82
$982K 0.32%
34,264
-315
83
$967K 0.32%
15,813
84
$964K 0.31%
16,287
85
$962K 0.31%
38,979
86
$953K 0.31%
19,725
87
$944K 0.31%
1,867
88
$939K 0.31%
12,186
-36
89
$935K 0.31%
15,865
-900
90
$934K 0.31%
26,501
91
$895K 0.29%
13,191
92
$895K 0.29%
14,425
93
$894K 0.29%
14,782
-142
94
$894K 0.29%
7,790
95
$889K 0.29%
3,375
96
$888K 0.29%
16,233
-158
97
$875K 0.29%
1,662
98
$872K 0.28%
88,056
99
$842K 0.27%
8,491
100
$827K 0.27%
1,975
2 3
4
5 6