TCWM
Total Clarity Wealth Management Portfolio holdings
AUM $306M
AUM
$306M
AUM Growth
-$1.24M (-0.4%)
Cap. Flow
-$1.03M
Cap. Flow % of AUM
-0.34%
Top 10 Holdings %Top 10 Hldgs %
23.58%
Holding
278
New
11
Increased
–
Reduced
38
Closed
1
Top Buys
| 1 | $46.5K | |
| 2 | $17.4K | |
| 3 | $6.16K | |
| 4 | $4.08K | |
| 5 | $2.29K |
Top Sells
| 1 | $79.1K | |
| 2 | $77.9K | |
| 3 | $76.9K | |
| 4 | $73.3K | |
| 5 | $72.7K |
Sector Composition
| 1 | Technology | 9.7% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $808K | 0.26% | 7,323 | – | – | |||
| $806K | 0.26% | 7,934 | – | – | |||
| $800K | 0.26% | 7,042 | – | – | |||
| $798K | 0.26% | 16,015 | – | – | |||
| $787K | 0.26% | 39,263 | – | – | |||
| $764K | 0.25% | 7,103 | – | – | |||
| $752K | 0.25% | 1,862 | – | – | |||
| $720K | 0.24% | 2,975 | – | – | |||
| $720K | 0.24% | 933 | – | – | |||
| $718K | 0.23% | 4,309 | – | – | |||
| $716K | 0.23% | 3,803 | – | – | |||
| $716K | 0.23% | 6,924 | – | – | |||
| $716K | 0.23% | 5,068 | – | – | |||
| $702K | 0.23% | 6,850 | – | – | |||
| $692K | 0.23% | 22,683 | – | – | |||
| $692K | 0.23% | 27,843 | – | – | |||
| $687K | 0.22% | 28,546 | – | – | |||
| $675K | 0.22% | 26,610 | – | – | |||
| $669K | 0.22% | 1,982 | – | – | |||
| $650K | 0.21% | 6,627 | – | – | |||
| $650K | 0.21% | 25,440 | – | – | |||
| $645K | 0.21% | 13,488 | – | – | |||
| $638K | 0.21% | 4,414 | – | – | |||
| $618K | 0.2% | 12,300 | – | – | |||
| $615K | 0.2% | 8,731 | – | – |
