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
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.51M
3
+$5.21M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$4.56M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Healthcare 7.89%
3 Financials 5.8%
4 Consumer Discretionary 3.75%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$56K 0.04%
+400
252
$55K 0.04%
+1,930
253
$55K 0.04%
+1,680
254
$54K 0.04%
+4,640
255
$53K 0.04%
+5,607
256
$53K 0.04%
+6,591
257
$53K 0.04%
+470
258
$52K 0.04%
+5,000
259
$52K 0.04%
+1,500
260
$52K 0.04%
+564
261
$52K 0.04%
+1,000
262
$51K 0.04%
+464
263
$51K 0.04%
+1,000
264
$51K 0.04%
+370
265
$51K 0.04%
+400
266
$51K 0.04%
+1,095
267
$50K 0.04%
+1,011
268
$49K 0.04%
+650
269
$48K 0.04%
+750
270
$48K 0.04%
+1,093
271
$47K 0.04%
+1,877
272
$47K 0.04%
+750
273
$47K 0.04%
+1,450
274
$47K 0.04%
+400
275
$46K 0.03%
+750
9 10
11
12 13