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
$208M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$3.68M
3
+$2.01M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.67M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.11M

Top Sells

1
+$6.73M
2
+$2.74M
3
+$1.69M
4
ATVI
Activision Blizzard
ATVI
+$1.21M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.13M

Sector Composition

1 Technology 12.03%
2 Healthcare 7.06%
3 Financials 5.26%
4 Consumer Discretionary 5.13%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-6,012
227
– –
-30,300
228
– –
-613
229
– –
-5,283
230
– –
-3,297
231
– –
-2,166
232
– –
-925
233
– –
-3,547
234
– –
-603
235
– –
-46,667
236
– –
-29,304
237
– –
-14,480
238
– –
-1,217
239
– –
-26,898
240
– –
-5,674
241
– –
-5,774
242
– –
-983
243
– –
-15,346
244
– –
-14,320
245
– –
-823
246
– –
-4,630
6 7 8 9
10