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
401
$31K 0.02%
+500
402
$30K 0.02%
+165
403
$30K 0.02%
+500
404
$29K 0.02%
+500
405
$29K 0.02%
+453
406
$29K 0.02%
+984
407
$29K 0.02%
+800
408
$29K 0.02%
+644
409
$28K 0.02%
+400
410
$28K 0.02%
+198
411
$28K 0.02%
+1,235
412
$28K 0.02%
+375
413
$28K 0.02%
+1,000
414
$28K 0.02%
+1,311
415
$27K 0.02%
+347
416
$27K 0.02%
+55
417
$27K 0.02%
+500
418
$27K 0.02%
+400
419
$27K 0.02%
+1,806
420
$27K 0.02%
+700
421
$27K 0.02%
+1,000
422
$27K 0.02%
+1,400
423
$27K 0.02%
+644
424
$27K 0.02%
+105
425
$26K 0.01%
+1,429
15 16
17
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