TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $376M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.51M
3
+$5.21M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$4.56M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Healthcare 7.89%
3 Financials 5.8%
4 Consumer Discretionary 3.75%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$39K 0.03%
+300
302
$39K 0.03%
+3,200
303
$39K 0.03%
+191
304
$38K 0.03%
+500
305
$38K 0.03%
+984
306
$38K 0.03%
+450
307
$37K 0.03%
+525
308
$36K 0.03%
+246
309
$36K 0.03%
+5,297
310
$36K 0.03%
+243
311
$36K 0.03%
+1,435
312
$35K 0.03%
+1,100
313
$35K 0.03%
+1,900
314
$35K 0.03%
+450
315
$35K 0.03%
+3,164
316
$35K 0.03%
+300
317
$35K 0.03%
+142
318
$35K 0.03%
+645
319
$35K 0.03%
+1,028
320
$35K 0.03%
+2,200
321
$34K 0.03%
+2,143
322
$34K 0.03%
+715
323
$34K 0.03%
+1,102
324
$34K 0.03%
+285
325
$34K 0.03%
+122
11 12
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