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
$144M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Sells

1 +$561K
2 +$517K
3 +$309K
4
SAP icon
SAP
SAP
+$234K
5
CME icon
CME Group
CME
+$226K

Sector Composition

1 Healthcare 11.66%
2 Technology 10.68%
3 Consumer Discretionary 4.31%
4 Communication Services 4.04%
5 Financials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,210
152
-1,500
153
-110
154
-27