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
$288M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.67M
3
+$1.7M
4
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$1.44M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.31M

Top Sells

1
+$1.88M
2
+$1.79M
3
+$1.36M
4
APD icon
Air Products & Chemicals
APD
+$1.36M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.2M

Sector Composition

1 Technology 11.12%
2 Financials 6.55%
3 Healthcare 5.41%
4 Consumer Discretionary 5.14%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$206K 0.07%
+3,390
252
$206K 0.07%
+5,095
253
$205K 0.07%
3,047
-322
254
$201K 0.07%
+8,841
255
$197K 0.07%
11,846
+502
256
$189K 0.07%
+11,847
257
$170K 0.06%
+11,053
258
$165K 0.06%
+18,946
259
$145K 0.05%
+13,124
260
$139K 0.05%
11,500
261
$134K 0.05%
+23,156
262
$123K 0.04%
11,040
263
$64.6K 0.02%
+12,000
264
$39.1K 0.01%
+11,860
265
$19K 0.01%
+456
266
$9.8K ﹤0.01%
+400
267
– –
-20,221
268
– –
-19,129
269
– –
-12,000
270
– –
-9,648
271
– –
-16,708
272
– –
-10,475
273
– –
-4,950
274
– –
-18,707
275
– –
-1,191
8 9 10
11
12