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
426
$16K 0.01%
+225
427
$16K 0.01%
+225
428
$16K 0.01%
+400
429
$16K 0.01%
+1,075
430
$16K 0.01%
+400
431
$16K 0.01%
+600
432
$15K 0.01%
+300
433
$15K 0.01%
+370
434
$15K 0.01%
+195
435
$15K 0.01%
+286
436
$15K 0.01%
+104
437
$15K 0.01%
+40
438
$15K 0.01%
+400
439
$15K 0.01%
+200
440
$15K 0.01%
+188
441
$15K 0.01%
+40
442
$15K 0.01%
+71
443
$15K 0.01%
+75
444
$15K 0.01%
+122
445
$15K 0.01%
+100
446
$14K 0.01%
+202
447
$14K 0.01%
+100
448
$14K 0.01%
+300
449
$14K 0.01%
+250
450
$14K 0.01%
+720
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