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 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
201
$280K 0.09%
4,875
202
$279K 0.09%
1,383
203
$277K 0.09%
6,111
204
$277K 0.09%
6,701
205
$271K 0.09%
661
206
$271K 0.09%
15,350
207
$270K 0.09%
17,887
208
$267K 0.09%
4,286
209
$266K 0.09%
2,544
210
$264K 0.09%
1,584
211
$264K 0.09%
3,754
212
$262K 0.09%
8,363
213
$262K 0.09%
4,110
214
$262K 0.09%
1,936
215
$256K 0.08%
4,843
216
$254K 0.08%
11,582
217
$253K 0.08%
1,334
218
$253K 0.08%
8,223
219
$249K 0.08%
3,021
220
$249K 0.08%
3,630
-750
221
$247K 0.08%
9,370
222
$245K 0.08%
6,085
223
$245K 0.08%
1,383
-46
224
$244K 0.08%
4,809
225
$240K 0.08%
141