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
176
$365K 0.12%
2,517
177
$361K 0.12%
9,581
178
$360K 0.12%
11,045
179
$360K 0.12%
2,967
180
$346K 0.11%
2,947
181
$345K 0.11%
15,189
182
$343K 0.11%
8,487
183
$331K 0.11%
2,874
184
$328K 0.11%
774
185
$321K 0.1%
691
186
$319K 0.1%
22,529
187
$318K 0.1%
3,570
188
$316K 0.1%
15,726
189
$310K 0.1%
727
190
$309K 0.1%
18,286
191
$309K 0.1%
3,376
192
$307K 0.1%
4,583
193
$303K 0.1%
2,217
194
$301K 0.1%
5,111
-150
195
$300K 0.1%
2,550
196
$297K 0.1%
1,347
197
$293K 0.1%
3,649
198
$292K 0.1%
5,480
199
$284K 0.09%
7,560
200
$283K 0.09%
16,247
6 7
8
9 10