TCWM
Total Clarity Wealth Management Portfolio holdings
AUM
$414M
1-Year Est. Return
20.03%
This Fund
S&P 500
1 Year Est. Return
+20.03%
AUM
$376M
AUM Growth
+$27M
(+7.7%)
Holding
327
Top Buys
| 1 | +$2.29M | |
| 2 | +$2.2M | |
| 3 | +$1.46M | |
| 4 |
United Parcel Service
UPS
|
+$1.13M |
| 5 |
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 |
Vanguard US Quality Factor ETF
VFQY
|
+$1.41M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
326
Invesco Russell 1000 Equal Weight ETF
EQAL
$740M
| – | – |
-24,882
|
|
||
327
General Motors
GM
$67.8B
| – | – |
-6,561
|
|