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TCWM
Total Clarity Wealth Management’s
State Street SPDR S&P International Small Cap ETF
GWX
Stock Holding History
Total Clarity Wealth Management’s Portfolio
GWX Stock Details
GWX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.1M
Sell
49,716
-12,384
-20%
-$539K
0.49%
55
2025
Q4
$2.54M
Buy
62,100
+1,708
+3%
+$68.7K
0.61%
48
2025
Q3
$2.43M
Buy
60,392
+2,663
+5%
+$103K
0.64%
43
2025
Q2
$2.15M
Buy
57,729
+15,778
+38%
+$541K
0.61%
45
2025
Q1
$1.3M
Sell
41,951
-320
-0.8%
-$10.3K
0.42%
64
2024
Q4
$1.31M
Buy
+42,271
New
+$1.36M
0.43%
63
2022
Q3
–
Sell
-515
Closed
-$15K
–
528
2022
Q2
$15K
Buy
+515
New
+$16.5K
0.01%
588
2022
Q1
–
Sell
-676
Closed
-$26K
–
492
2021
Q4
$26K
Buy
676
+8
+1%
+$307
0.01%
516
2021
Q3
$26K
Buy
+668
New
+$26.1K
0.01%
509
2021
Q2
–
Sell
-440
Closed
-$16K
–
397
2021
Q1
$16K
Buy
+440
New
+$16.2K
0.01%
489
2020
Q1
–
Sell
-212
Closed
-$7K
–
296
2019
Q4
$7K
Buy
+212
New
+$6.54K
0.01%
538
Other funds holding GWX
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Envestnet Portfolio Solutions
Chicago, Illinois
$18.1B AUM
15%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
WSFS
Wilmington Savings Fund Society
Wilmington, Delaware
$4.2B AUM
18.37%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services
New York
$26B AUM
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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