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
$115M
AUM Growth
+$5.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$945K
3
+$758K
4
GOEV
Canoo Inc. Class A Common Stock
GOEV
+$561K
5
PETS icon
PetMed Express
PETS
+$534K

Top Sells

1
+$1.5M
2
+$1.41M
3
+$885K
4
LVGO
Livongo Health, Inc. Common Stock
LVGO
+$742K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$538K

Sector Composition

1 Healthcare 13.22%
2 Technology 10.57%
3 Consumer Discretionary 4.8%
4 Financials 3.77%
5 Materials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$288K 0.25%
19,516
-2,800
102
$280K 0.24%
20,257
-12,350
103
$280K 0.24%
+5,365
104
$273K 0.24%
6,931
-1,018
105
$264K 0.23%
7,260
-600
106
$263K 0.23%
596
-1
107
$250K 0.22%
1,815
-30
108
$248K 0.22%
+2,390
109
$240K 0.21%
1,604
110
$234K 0.2%
1,500
111
$228K 0.2%
4,839
+205
112
$227K 0.2%
11,000
-500
113
$226K 0.2%
1,352
-57
114
$225K 0.2%
+3,528
115
$222K 0.19%
6,768
-430
116
$222K 0.19%
+1,597
117
$221K 0.19%
+2,730
118
$216K 0.19%
+2,335
119
$212K 0.19%
+763
120
$207K 0.18%
+2,980
121
$207K 0.18%
+4,746
122
$205K 0.18%
1,126
-1,165
123
$153K 0.13%
10,388
-525
124
$128K 0.11%
13,300
-600
125
$74K 0.06%
27
-3
2 3 4
5
6