TCWM
Total Clarity Wealth Management Portfolio holdings
AUM $306M
AUM
$306M
AUM Growth
-$1.24M (-0.4%)
Cap. Flow
-$1.03M
Cap. Flow % of AUM
-0.34%
Top 10 Holdings %Top 10 Hldgs %
23.58%
Holding
278
New
11
Increased
–
Reduced
38
Closed
1
Top Buys
| 1 | $46.5K | |
| 2 | $17.4K | |
| 3 | $6.16K | |
| 4 | $4.08K | |
| 5 | $2.29K |
Top Sells
| 1 | $79.1K | |
| 2 | $77.9K | |
| 3 | $76.9K | |
| 4 | $73.3K | |
| 5 | $72.7K |
Sector Composition
| 1 | Technology | 9.7% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $484K | 0.16% | 11,958 | – | – | |||
| $483K | 0.16% | 13,826 -2,200 | -14% | -$76.9K | |||
| $475K | 0.16% | 9,302 -169 | -2% | -$8.64K | |||
| $475K | 0.15% | 3,615 | – | – | |||
| $458K | 0.15% | 6,774 | – | – | |||
| $443K | 0.14% | 8,838 | – | – | |||
| $439K | 0.14% | 22,127 -422 | -2% | -$8.36K | |||
| $434K | 0.14% | 1,807 | – | – | |||
| $425K | 0.14% | 4,314 | – | – | |||
| $424K | 0.14% | 3,763 | – | – | |||
| $423K | 0.14% | 2,940 | – | – | |||
| $423K | 0.14% | 2,576 | – | – | |||
| $411K | 0.13% | 1,771 | – | – | |||
| $395K | 0.13% | 16,305 | – | – | |||
| $394K | 0.13% | 10,986 | – | – | |||
| $394K | 0.13% | 11,705 | – | – | |||
| $393K | 0.13% | 7,875 | – | – | |||
| $393K | 0.13% | 1,786 | – | – | |||
| $392K | 0.13% | 751 -38 | -5% | -$19.8K | |||
| $390K | 0.13% | 24,000 -2,000 | -8% | -$32.5K | |||
| $388K | 0.13% | 4,797 | – | – | |||
| $385K | 0.13% | 19,632 | – | – | |||
| $378K | 0.12% | 2,254 | – | – | |||
| $367K | 0.12% | 1,639 | – | – | |||
| $366K | 0.12% | 15,156 | – | – |
