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
$115M
AUM Growth
+$5.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$945K
3
+$758K
4
GOEV
Canoo Inc. Class A Common Stock
GOEV
+$561K
5
PETS icon
PetMed Express
PETS
+$534K

Top Sells

1
+$1.5M
2
+$1.41M
3
+$885K
4
LVGO
Livongo Health, Inc. Common Stock
LVGO
+$742K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$538K

Sector Composition

1 Healthcare 13.22%
2 Technology 10.57%
3 Consumer Discretionary 4.8%
4 Financials 3.77%
5 Materials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-5,105
127
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-1,179
128
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-8,650
129
– –
-13,773
130
– –
-7,725
131
– –
-5,140
132
– –
-17,635
133
– –
-5,310
134
– –
-3,818
135
– –
-1,241
136
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-952
137
– –
-12,625
138
– –
-11,582
139
– –
-9,865
2 3 4 5
6