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TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $515M
1-Year Est. Return 27.37%
This Fund
S&P 500
This Quarter Est. Return
+13.36%
1 Year Est. Return
+27.37%
3 Year Est. Return
+69.7%
5 Year Est. Return
+74.47%
10 Year Est. Return
–
AUM
$515M
AUM Growth
+$88.9M
Cap. Flow
+$44.6M
Cap. Flow %
8.67%
Top 10 Hldgs %
22.89%
Holding
392
New
81
Increased
142
Reduced
136
Closed
24

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$6.54M
2
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$6.51M
3
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$6.05M
4
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$3.93M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.9M

Top Sells

Rank Stock Value
1
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$5.87M
2
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$4.69M
3
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$4.56M
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$4.12M
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$3.81M

Sector Composition

Rank Sector Weight
1 Technology 8.27%
2 Financials 4.32%
3 Industrials 3.91%
4 Healthcare 2.52%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WM icon
276
Waste Management
WM
$95.3B
$349K 0.07%
1,565
+8
+0.5% +$1.78K
MBB icon
277
iShares MBS ETF
MBB
$38.9B
$346K 0.07%
3,658
-895
-20% -$84.6K
UTG icon
278
Reaves Utility Income Fund
UTG
$3.72B
$343K 0.07%
8,432
+2,242
+36% +$93.6K
IXUS icon
279
iShares Core MSCI Total International Stock ETF
IXUS
$57.6B
$339K 0.07%
3,548
-447
-11% -$42K
HYG icon
280
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$338K 0.07%
4,227
+994
+31% +$79.5K
ALMU
281
Aeluma Inc
ALMU
$292M
$335K 0.07%
+15,177
New +$325K
KHC icon
282
Kraft Heinz
KHC
$30.1B
$335K 0.07%
14,181
-139
-1% -$3.21K
KD icon
283
Kyndryl
KD
$2.57B
$333K 0.06%
+29,428
New +$367K
KRYS icon
284
Krystal Biotech
KRYS
$9.65B
$331K 0.06%
+890
New +$266K
XAR icon
285
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.11B
$325K 0.06%
1,146
-126
-10% -$34.1K
ESGU icon
286
iShares ESG Aware MSCI USA ETF
ESGU
$17.6B
$324K 0.06%
1,977
-139
-7% -$22K
VITL icon
287
Vital Farms
VITL
$546M
$323K 0.06%
+27,743
New +$309K
CLOA icon
288
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.15B
$322K 0.06%
+6,207
New +$322K
CMI icon
289
Cummins
CMI
$91.8B
$321K 0.06%
450
-158
-26% -$104K
SO icon
290
Southern Company
SO
$109B
$321K 0.06%
3,351
+187
+6% +$17.6K
BSX icon
291
Boston Scientific
BSX
$64.8B
$320K 0.06%
+7,503
New +$407K
VTIP icon
292
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$319K 0.06%
6,354
+55
+0.9% +$2.77K
LUNR icon
293
Intuitive Machines
LUNR
$2.2B
$317K 0.06%
+14,825
New +$416K
IJH icon
294
iShares Core S&P Mid-Cap ETF
IJH
$122B
$316K 0.06%
+4,102
New +$301K
DBMF icon
295
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.96B
$316K 0.06%
10,316
-519
-5% -$15.9K
KNGZ icon
296
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF
KNGZ
$62.3M
$315K 0.06%
7,856
+762
+11% +$29.9K
DBEF icon
297
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.08B
$310K 0.06%
5,675
-1,974
-26% -$103K
SPMO icon
298
Invesco S&P 500 Momentum ETF
SPMO
$21.6B
$308K 0.06%
+1,904
New +$268K
DIA icon
299
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.6B
$307K 0.06%
587
-52
-8% -$26K
PFE icon
300
Pfizer
PFE
$143B
$306K 0.06%
12,728
-22,589
-64% -$591K
10 11
12
13 14

Similar funds

WAM
Winslow Asset Management Beachwood, Ohio $515M AUM 30.41% 1-Year Est. Return
PDIP
Palo Duro Investment Partners Chicago, Illinois $515M AUM 36.69% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
AGC
Aspen Grove Capital Avon, Colorado $514M AUM 21.8% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $516M AUM 16.37% 1-Year Est. Return
RCI
RS Crum Inc Newport Beach, California $517M AUM 16.68% 1-Year Est. Return

Total Clarity Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Total Clarity Wealth Management held 392 positions worth $515M, up 21% from $426M the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Total Clarity Wealth Management deployed $44.6M of net new capital in Q2 2026, opening 81 new positions and adding to 142 existing holdings. Its largest new stake was Invesco S&P 500 Low Volatility ETF: 39,904 shares worth $2.99M.

By sector, the portfolio is most concentrated in Technology at 8.3% of assets, up from 7.3% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was State Street SPDR Portfolio Developed World ex-US ETF, an estimated $4.69M trimmed.

  • Total Clarity Wealth Management's largest Q2 2026 buy was Invesco S&P 500 Low Volatility ETF: 39,904 shares worth $2.99M.
  • Total Clarity Wealth Management added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2026, an estimated $6.54M increase.
  • Total Clarity Wealth Management's biggest Q2 2026 reduction was State Street SPDR Portfolio Developed World ex-US ETF, cutting an estimated $4.69M.
  • Total Clarity Wealth Management fully exited Vanguard Long-Term Treasury ETF in Q2 2026, selling an estimated $5.87M.
  • Total Clarity Wealth Management's ten largest holdings make up 23% of its $515M portfolio in Q2 2026.
  • Total Clarity Wealth Management opened 81 new positions and closed 24 in Q2 2026.
  • Total Clarity Wealth Management's portfolio value rose 21% quarter-over-quarter to $515M.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.