TCWM
Total Clarity Wealth Management Portfolio holdings
AUM $349M
1-Year Return
13.67%
This Quarter Return
+5.82%
1 Year Return
+13.67%
3 Year Return
+48.16%
5 Year Return
+97.51%
10 Year Return
–
AUM
$174M
AUM Growth
+$30.1M
(+21%)
Cap. Flow
+$25.3M
Cap. Flow
% of AUM
14.51%
Top 10 Holdings %
Top 10 Hldgs %
21.83%
Holding
829
New
679
Increased
56
Reduced
60
Closed
5
Top Buys
| 1 |
First Horizon
FHN
|
+$2.44M |
| 2 |
Mondelez International
MDLZ
|
+$1.45M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$1.19M |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$1.04M |
| 5 |
First Trust Mid Cap Core AlphaDEX Fund
FNX
|
+$1.04M |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$3.67M |
| 2 |
Magnite
MGNI
|
+$2.61M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$1.24M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$989K |
| 5 |
Sprout Social
SPT
|
+$801K |
Sector Composition
| 1 | Healthcare | 10.82% |
| 2 | Technology | 10.47% |
| 3 | Consumer Discretionary | 5.46% |
| 4 | Financials | 5.32% |
| 5 | Communication Services | 3.74% |
