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
351
$27K 0.02%
+841
352
$27K 0.02%
+1,200
353
$27K 0.02%
+210
354
$26K 0.02%
+125
355
$26K 0.02%
+1,806
356
$26K 0.02%
+537
357
$26K 0.02%
+4,600
358
$25K 0.02%
+245
359
$25K 0.02%
+12
360
$25K 0.02%
+1,200
361
$25K 0.02%
+1,000
362
$25K 0.02%
+300
363
$25K 0.02%
+1,000
364
$25K 0.02%
+398
365
$25K 0.02%
+457
366
$24K 0.02%
+226
367
$24K 0.02%
+449
368
$24K 0.02%
+120
369
$24K 0.02%
+451
370
$24K 0.02%
+252
371
$24K 0.02%
+644
372
$24K 0.02%
+167
373
$24K 0.02%
+400
374
$24K 0.02%
+300
375
$24K 0.02%
+250
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