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
326
$34K 0.03%
+625
327
$34K 0.03%
+849
328
$34K 0.03%
+115
329
$34K 0.03%
+518
330
$33K 0.02%
+1,400
331
$33K 0.02%
+103
332
$33K 0.02%
+600
333
$33K 0.02%
+200
334
$32K 0.02%
+139
335
$32K 0.02%
+900
336
$31K 0.02%
+975
337
$31K 0.02%
+200
338
$31K 0.02%
+146
339
$31K 0.02%
+755
340
$30K 0.02%
+2,630
341
$30K 0.02%
+500
342
$30K 0.02%
+200
343
$30K 0.02%
+300
344
$30K 0.02%
+500
345
$29K 0.02%
+649
346
$28K 0.02%
+250
347
$27K 0.02%
+210
348
$27K 0.02%
+400
349
$27K 0.02%
+1,530
350
$27K 0.02%
+314
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