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
1
$4.49M 2.14%
33,765
+554
2
$4.32M 2.05%
15,315
-172
3
$4.26M 2.03%
75,085
+2,223
4
$3.76M 1.79%
26,574
+654
5
$3.67M 1.74%
77,257
+2,447
6
$3.47M 1.65%
12,662
-280
7
$3.27M 1.56%
33,502
+1,164
8
$3.26M 1.55%
+19,469
9
$3.17M 1.51%
96,705
+5,518
10
$3.08M 1.46%
41,154
+488
11
$2.96M 1.41%
38,089
12
$2.8M 1.33%
20,960
+600
13
$2.75M 1.31%
47,817
+100
14
$2.69M 1.28%
45,482
+686
15
$2.68M 1.27%
6,235
+607
16
$2.56M 1.22%
46,890
-800
17
$2.5M 1.19%
76,394
18
$2.38M 1.13%
145,950
+850
19
$2.36M 1.12%
10,795
-24
20
$2.33M 1.11%
46,091
+2,100
21
$2.33M 1.11%
23,121
+1,522
22
$2.31M 1.1%
19,495
+782
23
$2.27M 1.08%
9,257
+1,420
24
$2.24M 1.06%
13,866
+891
25
$1.88M 0.89%
4,366
-98
1
2 3 4 5