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
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.51M
3
+$5.21M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$4.56M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Healthcare 7.89%
3 Financials 5.8%
4 Consumer Discretionary 3.75%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$46K 0.03%
+700
277
$46K 0.03%
+755
278
$46K 0.03%
+1,225
279
$45K 0.03%
+1,400
280
$45K 0.03%
+868
281
$45K 0.03%
+1,130
282
$45K 0.03%
+1,500
283
$45K 0.03%
+1,735
284
$45K 0.03%
+476
285
$44K 0.03%
+800
286
$44K 0.03%
+1,190
287
$43K 0.03%
+1,396
288
$43K 0.03%
+669
289
$42K 0.03%
+340
290
$42K 0.03%
+1,248
291
$42K 0.03%
+16
292
$41K 0.03%
+1,150
293
$41K 0.03%
+315
294
$41K 0.03%
+370
295
$41K 0.03%
+3,000
296
$41K 0.03%
+3,200
297
$40K 0.03%
+135
298
$40K 0.03%
+500
299
$40K 0.03%
+490
300
$39K 0.03%
+1,240
10 11
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