TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
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
+$3.42M
2
+$2.9M
3
+$2.15M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.57M

Top Sells

1
+$3.17M
2
+$2.4M
3
+$2.25M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.37M
5
VTRS icon
Viatris
VTRS
+$1.33M

Sector Composition

1 Technology 14.82%
2 Healthcare 8.97%
3 Financials 6.32%
4 Consumer Discretionary 5.66%
5 Real Estate 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
– –
-20,401
1052
– –
-232
1053
– –
-500
1054
– –
-60
1055
– –
-363
1056
– –
-34
1057
– –
-13
1058
– –
-1
1059
– –
-25
1060
– –
-3,336
1061
– –
-151
1062
– –
-600
1063
– –
-4,337
1064
– –
-1,200
1065
– –
-250
1066
– –
-97
1067
– –
-52
1068
– –
-594
1069
– –
-1,328
1070
– –
-1,218
1071
– –
-11,567
1072
– –
-14
1073
– –
-849
1074
– –
-67
1075
– –
-747
40 41 42
43
44