TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.45M
3
+$1.19M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.04M
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$1.04M

Top Sells

1
+$3.67M
2
+$2.61M
3
+$1.24M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$989K
5
SPT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$76K 0.04%
+2,155
277
$76K 0.04%
+1,025
278
$76K 0.04%
+400
279
$76K 0.04%
+6,353
280
$74K 0.04%
+1,612
281
$74K 0.04%
+3,198
282
$73K 0.04%
+550
283
$73K 0.04%
+940
284
$73K 0.04%
+260
285
$73K 0.04%
624
-4,260
286
$72K 0.04%
+1,200
287
$71K 0.04%
+1,156
288
$71K 0.04%
+3,500
289
$71K 0.04%
+400
290
$70K 0.04%
+546
291
$70K 0.04%
+2,778
292
$69K 0.04%
+370
293
$69K 0.04%
+1,500
294
$68K 0.04%
+623
295
$68K 0.04%
+5,317
296
$67K 0.04%
+1,393
297
$67K 0.04%
+3,177
298
$65K 0.04%
+1,190
299
$65K 0.04%
+1,530
300
$65K 0.04%
+130
10 11
12
13 14