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
$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
1
$5.18M 2.84%
29,664
+1,493
2
$4.79M 2.63%
15,550
+313
3
$4.65M 2.55%
77,886
+22,979
4
$4.39M 2.41%
89,672
-45,096
5
$4.11M 2.25%
77,446
-577
6
$4.08M 2.24%
64,063
+16,046
7
$3.52M 1.93%
45,074
+2,439
8
$3.46M 1.9%
24,860
+3,480
9
$3.43M 1.88%
20,790
+2,721
10
$3.3M 1.81%
140,450
+1,000
11
$3.25M 1.78%
44,438
-109
12
$2.84M 1.56%
75,761
-10,067
13
$2.79M 1.53%
6,189
+168
14
$2.71M 1.49%
15,279
+1,336
15
$2.57M 1.41%
9,259
-6,756
16
$2.37M 1.3%
9,801
+5,656
17
$2.25M 1.23%
43,420
-2,400
18
$2.15M 1.18%
5,928
+2,370
19
$2.08M 1.14%
42,572
-16
20
$2.03M 1.12%
13,307
+12,555
21
$2.01M 1.1%
4,435
-92
22
$1.94M 1.06%
30,839
+5,460
23
$1.9M 1.04%
11,640
+1,460
24
$1.86M 1.02%
16,545
-709
25
$1.84M 1.01%
104,387
+102,731
1
2 3 4 5