TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $426M
1-Year Est. Return 23.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.2M
3
+$1.46M
4
UPS icon
United Parcel Service
UPS
+$1.13M
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$1.12M

Top Sells

1
+$2.44M
2
+$2.26M
3
+$1.48M
4
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$1.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.32M

Sector Composition

1 Technology 10.55%
2 Financials 5.7%
3 Communication Services 3.92%
4 Industrials 3.21%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$201K 0.05%
848
-78
277
$184K 0.05%
10,677
278
$180K 0.05%
11,300
-1,500
279
$169K 0.04%
12,500
280
$157K 0.04%
11,935
-489
281
$154K 0.04%
+31,600
282
$142K 0.04%
+21,191
283
$129K 0.03%
11,318
284
$117K 0.03%
+21,298
285
$71.6K 0.02%
+16,840
286
– –
-29,267
287
– –
-1,061
288
– –
-2,464
289
– –
-3,250
290
– –
-3,984
291
– –
-4,318
292
– –
-17,432
293
– –
-836
294
– –
-20,934
295
– –
-2,993
296
– –
-4,891
297
– –
-1,814
298
– –
-24,882
299
– –
-3,630
300
– –
-4,864
10 11
12
13 14