TCWM
Total Clarity Wealth Management Portfolio holdings
AUM $306M
AUM
$306M
AUM Growth
-$1.24M (-0.4%)
Cap. Flow
-$1.03M
Cap. Flow % of AUM
-0.34%
Top 10 Holdings %Top 10 Hldgs %
23.58%
Holding
278
New
11
Increased
–
Reduced
38
Closed
1
Top Buys
| 1 | $46.5K | |
| 2 | $17.4K | |
| 3 | $6.16K | |
| 4 | $4.08K | |
| 5 | $2.29K |
Top Sells
| 1 | $79.1K | |
| 2 | $77.9K | |
| 3 | $76.9K | |
| 4 | $73.3K | |
| 5 | $72.7K |
Sector Composition
| 1 | Technology | 9.7% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $365K | 0.12% | 2,517 | – | – | |||
| $361K | 0.12% | 9,581 | – | – | |||
| $360K | 0.12% | 11,045 | – | – | |||
| $360K | 0.12% | 2,967 | – | – | |||
| $346K | 0.11% | 2,947 | – | – | |||
| $345K | 0.11% | 15,189 | – | – | |||
| $343K | 0.11% | 8,487 | – | – | |||
| $331K | 0.11% | 2,874 | – | – | |||
| $328K | 0.11% | 774 | – | – | |||
| $321K | 0.1% | 691 | – | – | |||
| $319K | 0.1% | 22,529 | – | – | |||
| $318K | 0.1% | 357 | – | – | |||
| $316K | 0.1% | 15,726 | – | – | |||
| $310K | 0.1% | 727 | – | – | |||
| $309K | 0.1% | 18,286 | – | – | |||
| $309K | 0.1% | 3,376 | – | – | |||
| $307K | 0.1% | 4,583 | – | – | |||
| $303K | 0.1% | 2,217 | – | – | |||
| $301K | 0.1% | 5,111 -150 | -3% | -$8.82K | |||
| $300K | 0.1% | 2,550 | – | – | |||
| $297K | 0.1% | 1,347 | – | – | |||
| $293K | 0.1% | 3,649 | – | – | |||
| $292K | 0.1% | 5,480 | – | – | |||
| $284K | 0.09% | 7,560 | – | – | |||
| $283K | 0.09% | 16,247 | – | – |
