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
$196M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$3.62M
3
+$2.06M
4
WBA
Walgreens Boots Alliance
WBA
+$1.86M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$1.69M

Top Sells

1
+$3.7M
2
+$3.69M
3
+$2.14M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.57M
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$1.48M

Sector Composition

1 Healthcare 10.59%
2 Technology 9.42%
3 Financials 6.81%
4 Consumer Discretionary 5.98%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-8,873
252
– –
-4,545
253
– –
-1,237
254
– –
-64,641
255
– –
-29,812
256
– –
-5,731
257
– –
-7,083
258
– –
-6,732
259
– –
-11,416
260
– –
-10,760
261
– –
-39,790
262
– –
-18,355
263
– –
-2,717
264
– –
-15,305
265
– –
-1,156
266
– –
-3,085
267
– –
-1,455
268
– –
-7,209
269
– –
-11,920
270
– –
-3,618
271
– –
-47,262
272
– –
-80,514
273
– –
-4,724
274
– –
-33,650
275
– –
-4,801
8 9 10
11
12