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
126
$397K 0.19%
1,870
-100
127
$392K 0.19%
4,236
-438
128
$391K 0.19%
3,117
+467
129
$391K 0.19%
1,503
+214
130
$390K 0.19%
+8,133
131
$387K 0.18%
16,716
+400
132
$381K 0.18%
747
+34
133
$376K 0.18%
7,002
+9
134
$370K 0.18%
7,100
135
$366K 0.17%
8,473
+3
136
$362K 0.17%
6,655
-19,134
137
$362K 0.17%
6,861
+1,655
138
$359K 0.17%
2,735
+200
139
$357K 0.17%
4,441
+65
140
$351K 0.17%
1,626
141
$348K 0.17%
4,566
-60
142
$343K 0.16%
2,027
+63
143
$341K 0.16%
4,051
-3,354
144
$334K 0.16%
+1,231
145
$331K 0.16%
2,965
+193
146
$325K 0.15%
6,433
+811
147
$324K 0.15%
+4,458
148
$323K 0.15%
3,170
+242
149
$320K 0.15%
12,613
+530
150
$316K 0.15%
3,532
-1,400
4 5
6
7 8