TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.4M
3
+$3.41M
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$3.12M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.05M

Top Sells

1
+$3.77M
2
+$3.01M
3
+$2.33M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.6M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.58M

Sector Composition

1 Technology 9.24%
2 Financials 5.66%
3 Consumer Discretionary 3.55%
4 Communication Services 3.08%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$272K 0.08%
3,286
-363
227
$270K 0.08%
+2,291
228
$263K 0.08%
+3,403
229
$260K 0.07%
+2,467
230
$259K 0.07%
+1,113
231
$259K 0.07%
2,819
-202
232
$255K 0.07%
5,069
-3,769
233
$253K 0.07%
926
+240
234
$252K 0.07%
5,648
+220
235
$249K 0.07%
1,140
-1,440
236
$248K 0.07%
1,178
-54
237
$248K 0.07%
1,289
-45
238
$243K 0.07%
+2,554
239
$241K 0.07%
2,433
+258
240
$241K 0.07%
+2,464
241
$241K 0.07%
+4,891
242
$239K 0.07%
+8,263
243
$239K 0.07%
2,625
-2,906
244
$239K 0.07%
+1,220
245
$238K 0.07%
+5,327
246
$236K 0.07%
3,630
247
$235K 0.07%
+10,494
248
$234K 0.07%
+10,472
249
$234K 0.07%
+5,016
250
$232K 0.07%
2,776
-978
8 9
10
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