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
$210M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
982
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.16M
3
+$688K
4
O icon
Realty Income
O
+$638K
5
BX icon
Blackstone
BX
+$601K

Top Sells

1
+$3.16M
2
+$1.1M
3
+$1.04M
4
DGX icon
Quest Diagnostics
DGX
+$417K
5
MTH icon
Meritage Homes
MTH
+$367K

Sector Composition

1 Technology 14.51%
2 Healthcare 10.53%
3 Financials 6.01%
4 Consumer Discretionary 5.8%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$315K 0.15%
+15,473
152
$315K 0.15%
20,401
-368
153
$311K 0.15%
975
+40
154
$306K 0.15%
887
-12
155
$302K 0.14%
42,204
-5,498
156
$301K 0.14%
4,888
+120
157
$299K 0.14%
1,550
158
$299K 0.14%
3,612
+228
159
$299K 0.14%
19,721
+4,934
160
$298K 0.14%
2,200
+240
161
$296K 0.14%
20,718
+3,810
162
$295K 0.14%
+2,088
163
$295K 0.14%
1,503
+53
164
$293K 0.14%
5,500
165
$292K 0.14%
4,293
-80
166
$285K 0.14%
2,483
-1,269
167
$283K 0.13%
2,025
168
$278K 0.13%
10,170
-2,566
169
$275K 0.13%
12,800
170
$275K 0.13%
17,207
-25
171
$272K 0.13%
3,723
-2,037
172
$271K 0.13%
3,364
173
$271K 0.13%
1,675
+75
174
$271K 0.13%
8,396
-3,168
175
$270K 0.13%
3,514
5 6
7
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