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
$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
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 8.99%
3 Financials 6.3%
4 Consumer Discretionary 5.66%
5 Real Estate 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.98M 3.17%
134,768
+57,511
2
$5.13M 2.33%
15,237
-78
3
$5M 2.27%
28,171
+1,597
4
$4.89M 2.22%
16,015
+3,353
5
$4.45M 2.02%
78,023
+2,938
6
$4.28M 1.94%
32,257
-1,508
7
$3.62M 1.64%
49,983
+23,177
8
$3.6M 1.64%
42,635
+1,481
9
$3.49M 1.58%
54,907
+53,182
10
$3.18M 1.44%
18,069
-1,400
11
$3.1M 1.41%
21,380
+420
12
$3.05M 1.39%
85,828
+9,434
13
$2.86M 1.3%
6,021
-214
14
$2.78M 1.26%
44,547
-935
15
$2.72M 1.24%
48,017
+200
16
$2.6M 1.18%
56,746
+48,273
17
$2.53M 1.15%
24,598
-8,904
18
$2.47M 1.12%
45,820
-1,070
19
$2.38M 1.08%
13,943
+77
20
$2.28M 1.03%
139,450
-6,500
21
$2.16M 0.98%
4,527
+161
22
$2.13M 0.97%
42,588
-3,503
23
$2.02M 0.92%
17,254
-2,241
24
$1.95M 0.89%
8,785
+6,935
25
$1.93M 0.88%
6,589
+255
1
2 3 4 5