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
$210M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
982
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.16M
3
+$688K
4
O icon
Realty Income
O
+$638K
5
BX icon
Blackstone
BX
+$601K

Top Sells

1
+$3.16M
2
+$1.1M
3
+$1.04M
4
DGX icon
Quest Diagnostics
DGX
+$417K
5
MTH icon
Meritage Homes
MTH
+$367K

Sector Composition

1 Technology 14.51%
2 Healthcare 10.53%
3 Financials 6.01%
4 Consumer Discretionary 5.8%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$514K 0.24%
8,360
-750
102
$511K 0.24%
13,974
+1,332
103
$510K 0.24%
9,290
+2,849
104
$510K 0.24%
3,230
-656
105
$508K 0.24%
1,906
-179
106
$504K 0.24%
4,270
107
$502K 0.24%
4,195
+20
108
$488K 0.23%
1,615
+50
109
$476K 0.23%
38,418
+4,481
110
$466K 0.22%
4,680
+560
111
$464K 0.22%
1,750
112
$464K 0.22%
9,975
113
$457K 0.22%
4,573
114
$454K 0.22%
2,045
+265
115
$450K 0.21%
787
+160
116
$449K 0.21%
14,085
-3,040
117
$448K 0.21%
1,854
+117
118
$446K 0.21%
2,919
+255
119
$443K 0.21%
4,010
+455
120
$441K 0.21%
1,126
121
$436K 0.21%
3,797
-23
122
$419K 0.2%
4,704
+175
123
$414K 0.2%
24,147
-3,771
124
$405K 0.19%
1,850
+200
125
$405K 0.19%
3,059
3 4
5
6 7