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
976
– –
-156
977
– –
-12,175
978
– –
-15
979
– –
-637
980
– –
-1,407
981
– –
-265
982
– –
-196
983
– –
-191
984
– –
-141
985
– –
-1,375
986
– –
-1,003
987
– –
-400
988
– –
-150
989
– –
-3,284
990
– –
-167
991
– –
-351
992
– –
-3,000
993
– –
-750
994
– –
-200
995
– –
-700
996
– –
-200
997
– –
-500
998
– –
-115
999
– –
-400
1000
– –
-20
37 38 39
40
41