TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $376M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
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
State Street 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 8.97%
3 Financials 6.32%
4 Consumer Discretionary 5.66%
5 Real Estate 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$496K 0.23%
40,121
102
$495K 0.22%
2,050
+5
103
$492K 0.22%
2,087
+217
104
$490K 0.22%
1,854
105
$487K 0.22%
3,972
+175
106
$484K 0.22%
4,573
107
$465K 0.21%
4,650
+10
108
$462K 0.21%
4,201
+6
109
$460K 0.21%
2,765
+30
110
$446K 0.2%
7,990
-4,999
111
$442K 0.2%
4,270
112
$440K 0.2%
6,130
-1,975
113
$439K 0.2%
3,071
+12
114
$439K 0.2%
1,151
+25
115
$436K 0.2%
9,030
-945
116
$434K 0.2%
20,478
+5,005
117
$424K 0.19%
+7,860
118
$419K 0.19%
7,139
+278
119
$418K 0.19%
17,016
+300
120
$416K 0.19%
4,305
-399
121
$415K 0.19%
7,100
122
$408K 0.19%
1,353
-553
123
$407K 0.18%
6,426
-229
124
$403K 0.18%
3,685
-325
125
$402K 0.18%
23,452
+6,865
3 4
5
6 7