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
126
$384K 0.21%
4,405
+100
127
$379K 0.21%
658
+173
128
$378K 0.21%
25,394
+3,320
129
$377K 0.21%
3,059
-12
130
$376K 0.21%
1,642
+2
131
$375K 0.21%
634
-112
132
$374K 0.21%
+5,789
133
$373K 0.2%
1,355
+2
134
$373K 0.2%
4,523
+472
135
$372K 0.2%
1,425
-15
136
$365K 0.2%
5,652
+305
137
$363K 0.2%
5,960
-5,861
138
$359K 0.2%
2,257
-1,192
139
$358K 0.2%
2,136
+1,244
140
$357K 0.2%
12,632
+12,232
141
$354K 0.19%
4,661
+3
142
$354K 0.19%
4,594
+1,506
143
$349K 0.19%
2,542
+702
144
$347K 0.19%
4,378
-63
145
$346K 0.19%
+4,348
146
$345K 0.19%
26,193
-6,333
147
$343K 0.19%
1,690
+140
148
$339K 0.19%
+2,295
149
$338K 0.19%
1,151
150
$336K 0.18%
9,668
-132
4 5
6
7 8