TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.4M
3
+$3.41M
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$3.12M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.05M

Top Sells

1
+$3.77M
2
+$3.01M
3
+$2.33M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.6M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.58M

Sector Composition

1 Technology 9.24%
2 Financials 5.66%
3 Consumer Discretionary 3.55%
4 Communication Services 3.08%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$230K 0.07%
+836
252
$230K 0.07%
524
-137
253
$229K 0.07%
+18,715
254
$225K 0.06%
+1,814
255
$223K 0.06%
+1,047
256
$221K 0.06%
+1,830
257
$221K 0.06%
3,662
258
$221K 0.06%
+738
259
$219K 0.06%
+2,577
260
$217K 0.06%
+959
261
$217K 0.06%
+1,061
262
$216K 0.06%
+2,315
263
$216K 0.06%
2,198
-2,116
264
$214K 0.06%
12,800
265
$213K 0.06%
+1,147
266
$213K 0.06%
4,958
-9
267
$211K 0.06%
10,023
+5,747
268
$211K 0.06%
+4,457
269
$210K 0.06%
+3,250
270
$208K 0.06%
3,664
-14,720
271
$208K 0.06%
2,993
-13,294
272
$207K 0.06%
+2,207
273
$204K 0.06%
+1,044
274
$204K 0.06%
10,139
-5,587
275
$203K 0.06%
+3,091
9 10
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