TCWM
Total Clarity Wealth Management Portfolio holdings
AUM
$349M
This Quarter Return
+18.69%
1 Year Return
+13.67%
3 Year Return
+48.16%
5 Year Return
+97.51%
10 Year Return
–
AUM
$144M
AUM Growth
+$144M
(+26%)
Cap. Flow
+$17.6M
Cap. Flow
% of AUM
12.19%
Top 10 Holdings %
Top 10 Hldgs %
30.34%
Holding
154
New
29
Increased
56
Reduced
47
Closed
6
Top Buys
Top Sells
| 1 |
GOEV
Canoo Inc. Class A Common Stock
GOEV
|
$561K |
| 2 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
$517K |
| 3 |
Neurocrine Biosciences
NBIX
|
$309K |
| 4 |
SAP
SAP
|
$234K |
| 5 |
CME Group
CME
|
$226K |
Sector Composition
| 1 | Healthcare | 11.66% |
| 2 | Technology | 10.68% |
| 3 | Consumer Discretionary | 4.31% |
| 4 | Communication Services | 4.04% |
| 5 | Financials | 3.47% |
