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
201
$215K 0.1%
977
202
$215K 0.1%
+3,092
203
$215K 0.1%
+11,600
204
$211K 0.1%
3,684
+152
205
$204K 0.1%
9,075
-1,914
206
$201K 0.1%
+1,685
207
$201K 0.1%
+5,205
208
$199K 0.09%
6,023
-83
209
$196K 0.09%
+415
210
$195K 0.09%
+12,950
211
$195K 0.09%
+1,089
212
$194K 0.09%
+2,770
213
$194K 0.09%
+2,562
214
$193K 0.09%
28,482
-14,025
215
$193K 0.09%
+832
216
$192K 0.09%
+5,300
217
$192K 0.09%
1,167
-154
218
$192K 0.09%
+9,083
219
$190K 0.09%
3,417
-2,958
220
$190K 0.09%
+1,772
221
$188K 0.09%
+2,541
222
$185K 0.09%
+2,728
223
$182K 0.09%
2,243
-2,279
224
$180K 0.09%
+7,898
225
$178K 0.08%
+678
7 8
9
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