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
126
$613K 0.2%
3,618
127
$612K 0.2%
2,110
128
$610K 0.2%
1,027
129
$604K 0.2%
659
130
$601K 0.2%
3,432
-415
131
$589K 0.19%
2,432
132
$578K 0.19%
3,910
133
$564K 0.18%
11,189
134
$561K 0.18%
12,735
135
$559K 0.18%
16,575
-1,600
136
$558K 0.18%
11,128
-172
137
$556K 0.18%
2,365
138
$555K 0.18%
5,452
139
$554K 0.18%
7,319
140
$538K 0.18%
5,057
141
$536K 0.18%
2,580
142
$534K 0.17%
5,531
143
$530K 0.17%
28,630
144
$527K 0.17%
1,668
145
$521K 0.17%
491
146
$517K 0.17%
9,889
147
$504K 0.16%
2,649
148
$504K 0.16%
17,017
149
$489K 0.16%
4,322
-100
150
$488K 0.16%
1,212
-25
4 5
6
7 8