TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.45M
3
+$1.19M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.04M
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$1.04M

Top Sells

1
+$3.67M
2
+$2.61M
3
+$1.24M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$989K
5
SPT icon
Sprout Social
SPT
+$801K

Sector Composition

1 Healthcare 10.82%
2 Technology 10.47%
3 Consumer Discretionary 5.46%
4 Financials 5.32%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$64K 0.04%
720
-2,468
302
$64K 0.04%
+261
303
$64K 0.04%
+1,564
304
$63K 0.04%
+1,458
305
$62K 0.04%
+6,000
306
$62K 0.04%
+1,632
307
$62K 0.04%
+964
308
$62K 0.04%
+6,100
309
$61K 0.04%
+321
310
$61K 0.04%
+1,183
311
$60K 0.03%
+1,897
312
$60K 0.03%
+5,400
313
$60K 0.03%
+1,305
314
$60K 0.03%
+4,095
315
$59K 0.03%
+665
316
$59K 0.03%
+750
317
$59K 0.03%
+322
318
$58K 0.03%
+3,500
319
$58K 0.03%
+550
320
$57K 0.03%
+1,800
321
$56K 0.03%
+720
322
$56K 0.03%
+341
323
$54K 0.03%
+1,190
324
$54K 0.03%
+5,677
325
$53K 0.03%
+111
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