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
201
$222K 0.12%
4,825
-15,957
202
$221K 0.12%
2,125
+40
203
$221K 0.12%
3,195
+50
204
$220K 0.12%
16,239
-8,165
205
$218K 0.12%
1,137
+160
206
$215K 0.12%
+1,443
207
$215K 0.12%
2,113
+100
208
$213K 0.12%
6,403
+3,700
209
$210K 0.12%
1,600
210
$209K 0.11%
1,931
+1,888
211
$208K 0.11%
2,898
+602
212
$206K 0.11%
465
+30
213
$205K 0.11%
8,820
+3,708
214
$203K 0.11%
9,185
-724
215
$190K 0.1%
12,150
-110
216
$178K 0.1%
15,035
-2,450
217
$174K 0.1%
+10,437
218
$146K 0.08%
10,510
+2,447
219
$136K 0.07%
+16,925
220
$2K ﹤0.01%
+67
221
– –
-1,249
222
– –
-300
223
– –
-500
224
– –
-3,500
225
– –
-1,000
7 8
9
10 11