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
$182M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.83M
3
+$1.81M
4
KMI icon
Kinder Morgan
KMI
+$1.6M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.37M

Top Sells

1
+$3.3M
2
+$2.31M
3
+$2.21M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.88M
5
CRWD icon
CrowdStrike
CRWD
+$1.59M

Sector Composition

1 Technology 14.61%
2 Healthcare 10.52%
3 Financials 7.77%
4 Consumer Discretionary 6.18%
5 Materials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$502K 0.28%
10,110
+1,080
102
$490K 0.27%
6,416
+6,322
103
$481K 0.26%
21,917
+17,598
104
$466K 0.26%
1,345
-42
105
$465K 0.26%
7,785
+1,350
106
$457K 0.25%
7,100
107
$456K 0.25%
4,573
108
$454K 0.25%
17,566
+550
109
$452K 0.25%
5,475
-5,014
110
$450K 0.25%
9,580
+4,207
111
$444K 0.24%
12,843
+5,770
112
$442K 0.24%
4,195
-6
113
$437K 0.24%
+2,484
114
$430K 0.24%
1,720
-134
115
$430K 0.24%
2,023
-2,739
116
$421K 0.23%
7,878
+5,110
117
$417K 0.23%
3,252
+487
118
$417K 0.23%
11,130
+6,490
119
$411K 0.23%
2,940
+1,060
120
$410K 0.22%
8,145
+495
121
$408K 0.22%
19,456
-1,022
122
$402K 0.22%
+22,566
123
$400K 0.22%
37,780
-2,341
124
$392K 0.22%
3,663
+1,411
125
$392K 0.22%
7,026
+600
3 4
5
6 7