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
326
$53K 0.03%
+716
327
$53K 0.03%
+1,400
328
$53K 0.03%
+798
329
$53K 0.03%
+564
330
$52K 0.03%
+156
331
$52K 0.03%
+46
332
$52K 0.03%
+400
333
$52K 0.03%
+194
334
$52K 0.03%
+1,375
335
$51K 0.03%
+315
336
$51K 0.03%
+765
337
$51K 0.03%
+300
338
$50K 0.03%
+221
339
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+4,100
340
$50K 0.03%
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341
$50K 0.03%
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342
$48K 0.03%
+175
343
$48K 0.03%
+398
344
$47K 0.03%
+1,030
345
$47K 0.03%
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346
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347
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+127
348
$47K 0.03%
+1,354
349
$47K 0.03%
+300
350
$47K 0.03%
+363
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