TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
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
+$3.38M
2
+$2.98M
3
+$2.21M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.68M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.54M

Top Sells

1
+$3.13M
2
+$2.35M
3
+$2.24M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.36M
5
VTRS icon
Viatris
VTRS
+$1.35M

Sector Composition

1 Technology 14.82%
2 Healthcare 8.99%
3 Financials 6.3%
4 Consumer Discretionary 5.66%
5 Real Estate 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
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1077
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1078
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1079
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-3,684
1080
– –
-4
1081
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0
1082
– –
-75
1083
– –
-500
1084
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-60
1085
– –
-363
1086
– –
-34
1087
– –
-13
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