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
351
$47K 0.03%
+300
352
$46K 0.03%
+475
353
$46K 0.03%
+210
354
$46K 0.03%
+2,483
355
$46K 0.03%
+842
356
$45K 0.03%
+171
357
$45K 0.03%
+730
358
$45K 0.03%
+1,772
359
$45K 0.03%
+305
360
$44K 0.03%
+615
361
$44K 0.03%
+900
362
$44K 0.03%
+200
363
$43K 0.02%
+770
364
$43K 0.02%
+452
365
$42K 0.02%
+649
366
$42K 0.02%
800
-5,342
367
$41K 0.02%
+727
368
$41K 0.02%
+2,575
369
$41K 0.02%
+554
370
$40K 0.02%
+1,050
371
$40K 0.02%
+1,795
372
$39K 0.02%
+575
373
$38K 0.02%
+135
374
$38K 0.02%
+1,900
375
$38K 0.02%
+127
13 14
15
16 17