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
$306M
AUM Growth
-$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$46.5K
2
+$17.4K
3
+$6.16K
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$4.08K
5
CDMO
Avid Bioservices, Inc. Common Stock
CDMO
+$2.29K

Top Sells

1
+$206K
2
+$79.1K
3
+$77.9K
4
CGUS icon
Capital Group Core Equity ETF
CGUS
+$76.9K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$73.3K

Sector Composition

1 Technology 9.58%
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 Change
in Stake 		Capital Flow
151
$484K 0.16%
11,958
152
$483K 0.16%
13,826
-2,200
153
$475K 0.16%
9,302
-169
154
$475K 0.15%
3,615
155
$458K 0.15%
6,774
156
$443K 0.14%
8,838
157
$439K 0.14%
22,127
-422
158
$434K 0.14%
1,807
159
$425K 0.14%
4,314
160
$424K 0.14%
3,763
161
$423K 0.14%
2,940
162
$423K 0.14%
2,576
163
$411K 0.13%
1,771
164
$395K 0.13%
16,305
165
$394K 0.13%
10,986
166
$394K 0.13%
11,705
167
$393K 0.13%
7,875
168
$393K 0.13%
1,786
169
$392K 0.13%
751
-38
170
$390K 0.13%
24,000
-2,000
171
$388K 0.13%
4,797
172
$385K 0.13%
19,632
173
$378K 0.12%
2,254
174
$367K 0.12%
1,639
175
$366K 0.12%
15,156
5 6
7
8 9