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
$349M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.4M
3
+$3.41M
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$3.12M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.05M

Top Sells

1
+$3.77M
2
+$3.01M
3
+$2.33M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.6M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.58M

Sector Composition

1 Technology 9.24%
2 Financials 5.66%
3 Consumer Discretionary 3.55%
4 Communication Services 3.08%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$200K 0.06%
+2,037
277
$184K 0.05%
29,267
+3,954
278
$183K 0.05%
+20,934
279
$179K 0.05%
+10,677
280
$175K 0.05%
12,500
-11,500
281
$174K 0.05%
+10,830
282
$174K 0.05%
12,450
-2,900
283
$131K 0.04%
+12,424
284
$124K 0.04%
11,318
285
$105K 0.03%
13,000
+878
286
– –
-15,156
287
– –
-17,887
288
– –
-15,246
289
– –
-43
290
– –
-13,191
291
– –
-16,513
292
– –
-11,582
293
– –
-14,854
294
– –
-1,383
295
– –
-2,185
296
– –
-4,843
297
– –
-613
298
– –
-16,355
299
– –
-8,491
300
– –
-56,305
10 11
12
13 14