TCWM
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Total Clarity Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Total Clarity Wealth Management’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-47
Closed -$2K – 432
2022
Q2 		$2K Buy
+47
New +$2.08K ﹤0.01% 920

Other funds holding EPS

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Total Clarity Wealth Management's EPS Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of WisdomTree US LargeCap Fund (EPS) in Q3 2022, closing a stake of 47 shares — an estimated $2K sold.

Total Clarity Wealth Management first reported a position in EPS in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 100 funds tracked by Wall St. Rank hold EPS as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining WisdomTree US LargeCap Fund position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 47 WisdomTree US LargeCap Fund shares in Q3 2022, an estimated $2K.
  • Total Clarity Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's WisdomTree US LargeCap Fund position peaked at $2K in Q2 2022.
  • 100 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.