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
201
$216K 0.1%
2,430
+187
202
$216K 0.1%
1,036
+12
203
$215K 0.1%
3,996
+3,548
204
$214K 0.1%
1,133
+733
205
$214K 0.1%
1,407
206
$213K 0.1%
7,898
207
$212K 0.1%
6,048
+933
208
$210K 0.1%
811
+776
209
$210K 0.1%
2,031
-1,086
210
$209K 0.09%
1,685
211
$206K 0.09%
3,092
212
$205K 0.09%
12,260
-4,947
213
$203K 0.09%
5,205
214
$203K 0.09%
7,131
+1,506
215
$201K 0.09%
2,296
+1,300
216
$198K 0.09%
832
217
$197K 0.09%
977
218
$195K 0.09%
3,810
-1,250
219
$193K 0.09%
8,437
+6,275
220
$192K 0.09%
2,562
221
$190K 0.09%
11,481
+1,067
222
$189K 0.09%
1,090
223
$189K 0.09%
7,755
-1,320
224
$188K 0.09%
633
-17
225
$185K 0.08%
671
+56
7 8
9
10 11