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
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.51M
3
+$5.21M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$4.56M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Healthcare 7.89%
3 Financials 5.8%
4 Consumer Discretionary 3.75%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$66K 0.05%
+395
227
$65K 0.05%
+1,400
228
$65K 0.05%
+1,642
229
$64K 0.05%
+450
230
$64K 0.05%
+800
231
$64K 0.05%
+860
232
$64K 0.05%
+2,200
233
$64K 0.05%
+1,105
234
$64K 0.05%
+525
235
$63K 0.05%
+350
236
$61K 0.05%
+2,550
237
$60K 0.05%
+182
238
$60K 0.05%
+1,203
239
$60K 0.05%
+798
240
$60K 0.05%
+400
241
$59K 0.04%
+3,725
242
$59K 0.04%
+900
243
$59K 0.04%
+1,010
244
$58K 0.04%
+1,000
245
$58K 0.04%
+2,816
246
$58K 0.04%
+627
247
$57K 0.04%
+1,080
248
$57K 0.04%
+893
249
$56K 0.04%
+940
250
$56K 0.04%
+550
8 9
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