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
$376M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.2M
3
+$1.46M
4
UPS icon
United Parcel Service
UPS
+$1.13M
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$1.12M

Top Sells

1
+$2.44M
2
+$2.26M
3
+$1.48M
4
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$1.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.32M

Sector Composition

1 Technology 10.55%
2 Financials 5.7%
3 Communication Services 3.92%
4 Industrials 3.21%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$239K 0.06%
487
-73
252
$238K 0.06%
17,594
+6,764
253
$233K 0.06%
8,257
-6
254
$231K 0.06%
+8,521
255
$229K 0.06%
4,436
-21
256
$227K 0.06%
3,362
-300
257
$226K 0.06%
2,687
-599
258
$226K 0.06%
+4,350
259
$225K 0.06%
4,924
-34
260
$223K 0.06%
1,047
261
$221K 0.06%
+1,562
262
$221K 0.06%
+2,470
263
$218K 0.06%
2,293
+86
264
$214K 0.06%
+4,861
265
$212K 0.06%
+4,900
266
$212K 0.06%
1,200
-1,999
267
$212K 0.06%
1,026
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268
$210K 0.06%
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269
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1,984
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270
$208K 0.06%
1,061
-86
271
$208K 0.06%
+2,323
272
$206K 0.05%
2,027
-10
273
$204K 0.05%
10,139
274
$203K 0.05%
+1,418
275
$203K 0.05%
648
-90
9 10
11
12 13