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
$115M
AUM Growth
+$5.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$945K
3
+$758K
4
GOEV
Canoo Inc. Class A Common Stock
GOEV
+$561K
5
PETS icon
PetMed Express
PETS
+$534K

Top Sells

1
+$1.5M
2
+$1.41M
3
+$885K
4
LVGO
Livongo Health, Inc. Common Stock
LVGO
+$742K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$538K

Sector Composition

1 Healthcare 13.22%
2 Technology 10.57%
3 Consumer Discretionary 4.8%
4 Financials 3.77%
5 Materials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.49M 7.41%
63,047
+7,440
2
$5.45M 4.76%
25,128
-759
3
$3.52M 3.07%
19,977
-344
4
$3.34M 2.92%
46,314
-5,532
5
$3.31M 2.89%
21,552
-650
6
$3.04M 2.65%
54,664
+2,085
7
$3.04M 2.65%
47,978
+6,831
8
$3.03M 2.64%
29,172
+222
9
$2.93M 2.56%
25,295
+807
10
$2.87M 2.5%
13,621
-113
11
$2.67M 2.33%
44,248
+15,666
12
$2.27M 1.98%
48,260
-483
13
$2.26M 1.97%
43,751
+3,909
14
$2.23M 1.95%
18,451
+3,350
15
$2.15M 1.87%
82,294
16
$2.03M 1.77%
6,058
-870
17
$1.74M 1.52%
11,672
+343
18
$1.65M 1.44%
32,393
+3,186
19
$1.62M 1.41%
51,196
+16,876
20
$1.53M 1.33%
5,492
-821
21
$1.41M 1.23%
5,850
+144
22
$1.41M 1.23%
38,588
+5,338
23
$1.33M 1.16%
34,711
-211
24
$1.3M 1.14%
16,443
+52
25
$1.26M 1.1%
31,889
-1,465
1
2 3 4 5