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
126
$402K 0.18%
8,133
127
$397K 0.18%
6,985
-2,305
128
$393K 0.18%
4,072
-164
129
$391K 0.18%
32,526
+11,808
130
$391K 0.18%
12,410
-1,675
131
$389K 0.18%
9,444
+4,887
132
$389K 0.18%
24,404
+4,683
133
$387K 0.18%
4,441
134
$386K 0.18%
4,051
135
$385K 0.17%
4,658
+92
136
$380K 0.17%
4,458
137
$369K 0.17%
22,074
-2,073
138
$367K 0.17%
1,758
+835
139
$367K 0.17%
2,019
+1,082
140
$358K 0.16%
5,347
+459
141
$353K 0.16%
2,932
-33
142
$353K 0.16%
26,065
-99,571
143
$352K 0.16%
9,800
-3,000
144
$349K 0.16%
841
+30
145
$348K 0.16%
+7,650
146
$341K 0.15%
1,550
147
$332K 0.15%
5,944
-489
148
$330K 0.15%
3,874
+262
149
$328K 0.15%
1,291
+60
150
$319K 0.14%
10,170
4 5
6
7 8