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 Buys

1
+$46.5K
2
+$17.4K
3
+$6.16K
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$4.08K
5
CDMO
Avid Bioservices, Inc. Common Stock
CDMO
+$2.29K

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
1
$12.3M 4.02%
245,009
2
$9.77M 3.19%
389,062
-74
3
$9.64M 3.15%
139,822
-1,130
4
$6.94M 2.27%
27,728
5
$6.49M 2.12%
65,473
6
$6.23M 2.03%
15,505
7
$5.74M 1.87%
97,113
-542
8
$5.21M 1.7%
211,339
9
$5.01M 1.63%
37,290
-400
10
$4.84M 1.58%
11,483
11
$4.65M 1.52%
125,020
-894
12
$4.48M 1.46%
7,646
-125
13
$4.25M 1.39%
170,181
-1,911
14
$4.1M 1.34%
21,652
15
$3.87M 1.26%
17,634
16
$3.72M 1.21%
137,570
-1,589
17
$3.64M 1.19%
17,274
-130
18
$3.47M 1.13%
17,501
19
$3.42M 1.12%
73,762
-837
20
$3.4M 1.11%
5
21
$3.34M 1.09%
65,262
22
$3.26M 1.07%
94,373
23
$3.23M 1.05%
7,126
24
$3.17M 1.03%
25,013
25
$3.15M 1.03%
14,267
1
2 3 4 5