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
376
$38K 0.02%
+660
377
$38K 0.02%
+319
378
$36K 0.02%
+300
379
$36K 0.02%
+342
380
$36K 0.02%
+116
381
$34K 0.02%
+328
382
$34K 0.02%
+3,325
383
$33K 0.02%
+1,000
384
$33K 0.02%
+372
385
$33K 0.02%
+357
386
$33K 0.02%
+150
387
$32K 0.02%
+845
388
$32K 0.02%
+2,630
389
$32K 0.02%
+450
390
$32K 0.02%
+763
391
$32K 0.02%
+300
392
$32K 0.02%
+260
393
$31K 0.02%
+220
394
$31K 0.02%
+3,652
395
$31K 0.02%
+300
396
$31K 0.02%
+700
397
$31K 0.02%
+400
398
$31K 0.02%
+1,800
399
$31K 0.02%
+699
400
$31K 0.02%
+1,000
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