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
$288M
AUM Growth
+$585K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$3.67M
3
+$2.16M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.09M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.64M

Top Sells

1
+$4.47M
2
+$3.54M
3
+$1.72M
4
MDLZ icon
Mondelez International
MDLZ
+$1.45M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.4M

Sector Composition

1 Technology 10.4%
2 Financials 6.01%
3 Healthcare 3.72%
4 Consumer Discretionary 3.57%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$218K 0.08%
3,422
-214
227
$215K 0.07%
2,212
-3,881
228
$215K 0.07%
5,095
229
$214K 0.07%
+804
230
$211K 0.07%
13,758
+2,705
231
$210K 0.07%
449
-8
232
$204K 0.07%
+4,001
233
$204K 0.07%
+3,092
234
$190K 0.07%
12,065
+218
235
$164K 0.06%
+12,800
236
$161K 0.06%
+29,004
237
$153K 0.05%
13,736
+1,890
238
$147K 0.05%
11,500
239
$140K 0.05%
12,221
-903
240
$129K 0.04%
17,368
-1,578
241
$125K 0.04%
11,040
242
$92.1K 0.03%
18,676
-4,480
243
$82.8K 0.03%
400
-920
244
$73.7K 0.03%
+16,450
245
$51.4K 0.02%
12,000
246
– –
-815
247
– –
-8,841
248
– –
-7,608
249
– –
-4,042
250
– –
-2,164
8 9
10
11 12