TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $426M
1-Year Est. Return 23.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.2M
3
+$1.46M
4
UPS icon
United Parcel Service
UPS
+$1.13M
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$1.12M

Top Sells

1
+$2.44M
2
+$2.26M
3
+$1.48M
4
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$1.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.32M

Sector Composition

1 Technology 10.55%
2 Financials 5.7%
3 Communication Services 3.92%
4 Industrials 3.21%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$291K 0.08%
2,309
-3,467
227
$290K 0.08%
3,062
+243
228
$285K 0.08%
3,732
+641
229
$283K 0.08%
+2,352
230
$283K 0.08%
+5,840
231
$281K 0.07%
845
-32
232
$277K 0.07%
1,180
+2
233
$272K 0.07%
2,170
-423
234
$269K 0.07%
11,638
+1,144
235
$268K 0.07%
3,248
-155
236
$268K 0.07%
1,279
-10
237
$264K 0.07%
5,803
+476
238
$264K 0.07%
2,523
-31
239
$261K 0.07%
2,323
-556
240
$260K 0.07%
1,140
241
$257K 0.07%
2,948
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242
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243
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244
$254K 0.07%
1,185
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245
$251K 0.07%
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246
$251K 0.07%
3,144
247
$250K 0.07%
5,398
-250
248
$244K 0.06%
4,837
-232
249
$244K 0.06%
+37,788
250
$241K 0.06%
+335
8 9
10
11 12