TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.45M
3
+$1.19M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.04M
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$1.04M

Top Sells

1
+$3.67M
2
+$2.61M
3
+$1.24M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$989K
5
SPT icon
Sprout Social
SPT
+$801K

Sector Composition

1 Healthcare 10.82%
2 Technology 10.47%
3 Consumer Discretionary 5.46%
4 Financials 5.32%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$94K 0.05%
+1,033
252
$94K 0.05%
+1,450
253
$93K 0.05%
+922
254
$92K 0.05%
+2,748
255
$91K 0.05%
+550
256
$90K 0.05%
+580
257
$89K 0.05%
+1,500
258
$88K 0.05%
+1,289
259
$87K 0.05%
+1,417
260
$86K 0.05%
+5,750
261
$85K 0.05%
+4,542
262
$85K 0.05%
+880
263
$85K 0.05%
+515
264
$85K 0.05%
+636
265
$85K 0.05%
+1,013
266
$84K 0.05%
+610
267
$84K 0.05%
+7,850
268
$82K 0.05%
+579
269
$81K 0.05%
+1,450
270
$79K 0.05%
+1,469
271
$78K 0.04%
+375
272
$77K 0.04%
+1,165
273
$77K 0.04%
+800
274
$76K 0.04%
+1,000
275
$76K 0.04%
+5,000
9 10
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