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
$220M
AUM Growth
+$9.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.98M
3
+$2.21M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.68M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.54M

Top Sells

1
+$3.13M
2
+$2.35M
3
+$2.24M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.36M
5
VTRS icon
Viatris
VTRS
+$1.35M

Sector Composition

1 Technology 14.82%
2 Healthcare 8.97%
3 Financials 6.32%
4 Consumer Discretionary 5.66%
5 Real Estate 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$318K 0.14%
894
+7
152
$316K 0.14%
3,779
+205
153
$316K 0.14%
1,440
-40
154
$315K 0.14%
6,435
+1,550
155
$313K 0.14%
1,503
156
$310K 0.14%
1,738
-350
157
$306K 0.14%
3,514
158
$306K 0.14%
3,275
+90
159
$304K 0.14%
5,500
160
$296K 0.13%
3,763
+40
161
$294K 0.13%
834
-207
162
$292K 0.13%
3,399
+35
163
$291K 0.13%
2,110
-90
164
$288K 0.13%
3,145
+625
165
$285K 0.13%
1,840
-187
166
$285K 0.13%
1,741
-284
167
$284K 0.13%
2,800
-370
168
$284K 0.13%
3,088
-1,205
169
$282K 0.13%
5,106
+400
170
$280K 0.13%
4,640
+450
171
$277K 0.13%
7,073
172
$275K 0.12%
485
+124
173
$272K 0.12%
1,880
+680
174
$270K 0.12%
5,633
+2,894
175
$266K 0.12%
+4,754
5 6
7
8 9