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
$182M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.83M
3
+$1.81M
4
KMI icon
Kinder Morgan
KMI
+$1.6M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.37M

Top Sells

1
+$3.3M
2
+$2.31M
3
+$2.21M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.88M
5
CRWD icon
CrowdStrike
CRWD
+$1.59M

Sector Composition

1 Technology 14.61%
2 Healthcare 10.52%
3 Financials 7.77%
4 Consumer Discretionary 6.18%
5 Materials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$331K 0.18%
921
+87
152
$325K 0.18%
+5,295
153
$324K 0.18%
1,794
+487
154
$318K 0.17%
6,293
-1,840
155
$317K 0.17%
6,663
-2,781
156
$317K 0.17%
5,958
+14
157
$315K 0.17%
10,753
+583
158
$313K 0.17%
4,270
159
$313K 0.17%
+8,298
160
$311K 0.17%
1,398
+912
161
$308K 0.17%
7,039
-100
162
$307K 0.17%
3,626
+351
163
$307K 0.17%
3,966
+92
164
$306K 0.17%
17,137
+2,874
165
$302K 0.17%
7,860
166
$301K 0.17%
4,550
-100
167
$291K 0.16%
4,221
+225
168
$285K 0.16%
885
169
$282K 0.15%
943
+102
170
$281K 0.15%
1,324
+33
171
$276K 0.15%
2,760
-40
172
$273K 0.15%
3,568
-211
173
$268K 0.15%
3,564
+50
174
$267K 0.15%
5,377
+3,927
175
$267K 0.15%
4,906
-200
5 6
7
8 9