TCWM
Total Clarity Wealth Management Portfolio holdings
AUM
$349M
1-Year Return
13.67%
This Quarter Return
+6.35%
1 Year Return
+13.67%
3 Year Return
+48.16%
5 Year Return
+97.51%
10 Year Return
–
AUM
$179M
AUM Growth
+$5.12M
(+2.9%)
Cap. Flow
-$3.49M
Cap. Flow
% of AUM
-1.95%
Top 10 Holdings %
Top 10 Hldgs %
20.12%
Holding
836
New
12
Increased
110
Reduced
53
Closed
635
Top Buys
Top Sells
| 1 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$3.15M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$2.66M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
+$2.32M |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$2.01M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$1.67M |
Sector Composition
| 1 | Technology | 12.3% |
| 2 | Healthcare | 10.83% |
| 3 | Consumer Discretionary | 6.12% |
| 4 | Financials | 5.16% |
| 5 | Communication Services | 4.1% |