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
451
$14K 0.01%
+55
452
$14K 0.01%
+260
453
$14K 0.01%
+490
454
$14K 0.01%
+135
455
$14K 0.01%
+152
456
$14K 0.01%
+171
457
$14K 0.01%
+300
458
$13K 0.01%
+100
459
$13K 0.01%
+300
460
$13K 0.01%
+620
461
$13K 0.01%
+230
462
$13K 0.01%
+490
463
$13K 0.01%
+171
464
$13K 0.01%
+510
465
$13K 0.01%
+218
466
$13K 0.01%
+165
467
$13K 0.01%
+169
468
$13K 0.01%
+600
469
$13K 0.01%
+209
470
$13K 0.01%
+400
471
$12K 0.01%
+150
472
$12K 0.01%
+327
473
$12K 0.01%
+212
474
$12K 0.01%
+450
475
$12K 0.01%
+200
17 18
19
20 21