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 | |
|---|---|---|---|---|---|---|---|
| $280K | 0.09% | 4,875 | – | – | |||
| $279K | 0.09% | 1,383 | – | – | |||
| $277K | 0.09% | 6,111 | – | – | |||
| $277K | 0.09% | 6,701 | – | – | |||
| $271K | 0.09% | 661 | – | – | |||
| $271K | 0.09% | 15,350 | – | – | |||
| $270K | 0.09% | 17,887 | – | – | |||
| $267K | 0.09% | 4,286 | – | – | |||
| $266K | 0.09% | 2,544 | – | – | |||
| $264K | 0.09% | 1,584 | – | – | |||
| $264K | 0.09% | 3,754 | – | – | |||
| $262K | 0.09% | 8,363 | – | – | |||
| $262K | 0.09% | 4,110 | – | – | |||
| $262K | 0.09% | 1,936 | – | – | |||
| $256K | 0.08% | 4,843 | – | – | |||
| $254K | 0.08% | 11,582 | – | – | |||
| $253K | 0.08% | 1,334 | – | – | |||
| $253K | 0.08% | 8,223 | – | – | |||
| $249K | 0.08% | 3,021 | – | – | |||
| $249K | 0.08% | 3,630 -750 | -17% | -$51.4K | |||
| $247K | 0.08% | 9,370 | – | – | |||
| $245K | 0.08% | 6,085 | – | – | |||
| $245K | 0.08% | 1,383 -46 | -3% | -$8.14K | |||
| $244K | 0.08% | 4,809 | – | – | |||
| $240K | 0.08% | 141 | – | – |
