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
401
$19K 0.01%
+252
402
$19K 0.01%
+497
403
$19K 0.01%
+290
404
$19K 0.01%
+820
405
$19K 0.01%
+1,292
406
$19K 0.01%
+2,231
407
$19K 0.01%
+800
408
$19K 0.01%
+65
409
$19K 0.01%
+420
410
$18K 0.01%
+19
411
$18K 0.01%
+342
412
$18K 0.01%
+464
413
$18K 0.01%
+578
414
$18K 0.01%
+608
415
$18K 0.01%
+239
416
$17K 0.01%
+356
417
$17K 0.01%
+1,225
418
$17K 0.01%
+690
419
$17K 0.01%
+215
420
$17K 0.01%
+498
421
$17K 0.01%
+650
422
$17K 0.01%
+150
423
$17K 0.01%
+100
424
$17K 0.01%
+440
425
$17K 0.01%
+300
15 16
17
18 19