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
$174M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.45M
3
+$1.19M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.04M
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$1.04M

Top Sells

1
+$3.67M
2
+$2.61M
3
+$1.24M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$989K
5
SPT icon
Sprout Social
SPT
+$801K

Sector Composition

1 Healthcare 10.82%
2 Technology 10.47%
3 Consumer Discretionary 5.46%
4 Financials 5.32%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$117K 0.07%
+5,534
227
$116K 0.07%
+3,354
228
$114K 0.07%
+564
229
$113K 0.06%
+920
230
$113K 0.06%
+1,370
231
$112K 0.06%
+565
232
$111K 0.06%
+7,965
233
$111K 0.06%
+1,025
234
$107K 0.06%
+303
235
$106K 0.06%
+914
236
$106K 0.06%
+1,887
237
$104K 0.06%
+400
238
$102K 0.06%
+1,950
239
$101K 0.06%
+536
240
$98K 0.06%
+5,000
241
$98K 0.06%
+2,405
242
$97K 0.06%
+2,300
243
$97K 0.06%
+186
244
$96K 0.06%
+676
245
$96K 0.06%
+7,700
246
$96K 0.06%
+645
247
$96K 0.06%
+2,300
248
$96K 0.06%
+1,184
249
$96K 0.06%
+4,600
250
$95K 0.05%
+355
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