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
176
$265K 0.15%
5,500
177
$264K 0.14%
1,730
-11
178
$259K 0.14%
9,996
+1,600
179
$257K 0.14%
1,698
-40
180
$256K 0.14%
3,303
-96
181
$250K 0.14%
2,316
+292
182
$248K 0.14%
1,807
-7,323
183
$247K 0.14%
15,960
-7,492
184
$246K 0.14%
900
+736
185
$246K 0.14%
1,550
+41
186
$245K 0.13%
4,893
187
$244K 0.13%
738
+693
188
$243K 0.13%
2,934
189
$242K 0.13%
2,943
+1,464
190
$239K 0.13%
3,809
-3,176
191
$238K 0.13%
539
-355
192
$238K 0.13%
3,817
193
$238K 0.13%
2,144
+113
194
$231K 0.13%
+563
195
$230K 0.13%
966
-4,117
196
$230K 0.13%
800
-3,802
197
$228K 0.13%
4,575
-200
198
$227K 0.12%
871
+560
199
$226K 0.12%
4,100
-500
200
$223K 0.12%
1,213
+80
6 7
8
9 10