TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$585K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$3.66M
3
+$2.16M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.08M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.66M

Top Sells

1
+$4.46M
2
+$3.54M
3
+$1.72M
4
MDLZ icon
Mondelez International
MDLZ
+$1.45M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.4M

Sector Composition

1 Technology 10.4%
2 Financials 6.01%
3 Healthcare 3.72%
4 Consumer Discretionary 3.57%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-456
277
– –
-11,884
278
– –
-2,680
279
– –
-31,778
280
– –
-7,677
281
– –
-27,042
282
– –
-7,274
283
– –
-7,315
284
– –
-7,801
285
– –
-1,245
286
– –
-15,462
287
– –
-3,282
288
– –
-20,707
289
– –
-11,860
290
– –
-11,548
8 9 10 11
12