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
$306M
AUM Growth
-$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$46.5K
2
+$17.4K
3
+$6.16K
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$4.08K
5
CDMO
Avid Bioservices, Inc. Common Stock
CDMO
+$2.29K

Top Sells

1
+$206K
2
+$79.1K
3
+$77.9K
4
CGUS icon
Capital Group Core Equity ETF
CGUS
+$76.9K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$73.3K

Sector Composition

1 Technology 9.58%
2 Financials 6.24%
3 Consumer Discretionary 3.67%
4 Healthcare 3.22%
5 Industrials 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$808K 0.26%
7,323
102
$806K 0.26%
7,934
103
$800K 0.26%
7,042
104
$798K 0.26%
16,015
105
$787K 0.26%
39,263
106
$764K 0.25%
7,103
107
$752K 0.25%
1,862
108
$720K 0.24%
2,975
109
$720K 0.24%
933
110
$718K 0.23%
4,309
111
$716K 0.23%
3,803
112
$716K 0.23%
6,924
113
$716K 0.23%
5,068
114
$702K 0.23%
6,850
115
$692K 0.23%
22,683
116
$692K 0.23%
27,843
117
$687K 0.22%
28,546
118
$675K 0.22%
26,610
119
$669K 0.22%
1,982
120
$650K 0.21%
6,627
121
$650K 0.21%
25,440
122
$645K 0.21%
13,488
123
$638K 0.21%
4,414
124
$618K 0.2%
12,300
125
$615K 0.2%
8,731
3 4
5
6 7