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
176
$265K 0.12%
14,263
-33,004
177
$262K 0.12%
5,373
+2,866
178
$262K 0.12%
1,509
+451
179
$259K 0.12%
11,812
180
$257K 0.12%
2,252
-231
181
$256K 0.12%
2,934
182
$256K 0.12%
4,205
183
$251K 0.11%
4,893
184
$250K 0.11%
1,327
-176
185
$248K 0.11%
885
-865
186
$245K 0.11%
11,960
+360
187
$242K 0.11%
+133
188
$240K 0.11%
4,775
-515
189
$240K 0.11%
3,160
+555
190
$237K 0.11%
1,361
-200
191
$235K 0.11%
3,817
+3,662
192
$233K 0.11%
3,417
193
$232K 0.11%
1,600
-75
194
$232K 0.11%
8,396
195
$232K 0.11%
2,024
-17
196
$230K 0.1%
435
+20
197
$224K 0.1%
+17,485
198
$223K 0.1%
1,307
+140
199
$223K 0.1%
577
-146
200
$222K 0.1%
9,909
+826
6 7
8
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