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
176
$270K 0.13%
+16,587
177
$269K 0.13%
1,041
-3
178
$268K 0.13%
+1,480
179
$267K 0.13%
5,290
-675
180
$266K 0.13%
811
+33
181
$266K 0.13%
7,073
+1,040
182
$265K 0.13%
2,421
-75
183
$264K 0.13%
3,574
-113
184
$262K 0.12%
5,060
185
$260K 0.12%
723
-14
186
$259K 0.12%
1,561
187
$259K 0.12%
+2,022
188
$258K 0.12%
+4,706
189
$258K 0.12%
4,205
190
$256K 0.12%
11,812
-913
191
$256K 0.12%
+419
192
$256K 0.12%
2,934
193
$251K 0.12%
4,893
194
$250K 0.12%
3,185
+135
195
$248K 0.12%
+16,642
196
$234K 0.11%
4,885
+600
197
$228K 0.11%
4,575
198
$225K 0.11%
+662
199
$223K 0.11%
2,041
-30
200
$217K 0.1%
1,024
+49
6 7
8
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