TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $426M
1-Year Est. Return 23.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.62%
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
$0 ﹤0.01%
+16
1052
– –
-440
1053
– –
-67
1054
– –
-28,482
1055
$0 ﹤0.01%
9
1056
– –
-15
1057
– –
-14
1058
$0 ﹤0.01%
+1
1059
– –
-7,002
1060
$0 ﹤0.01%
13
1061
– –
-32
1062
– –
-10
1063
– –
-118
1064
– –
-1
1065
– –
-25
1066
– –
-1,000
1067
– –
-15
1068
– –
-5
1069
– –
-2,684
1070
– –
-363
1071
– –
-13
1072
– –
-1
1073
– –
-25
1074
– –
-3,336
1075
– –
-151
40 41 42
43
44