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
$376M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.21M
3
+$1.46M
4
NBIS
Nebius Group N.V.
NBIS
+$1.22M
5
LUMN icon
Lumen
LUMN
+$1.17M

Top Sells

1
+$2.44M
2
+$2.26M
3
+$1.53M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.53M
5
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$1.41M

Sector Composition

1 Technology 10.55%
2 Financials 5.7%
3 Communication Services 3.92%
4 Industrials 3.21%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.A icon
26
Berkshire Hathaway Class A
BRK.A
$1.08T
$3.77M 1%
5
JPM icon
27
JPMorgan Chase
JPM
$867B
$3.69M 0.98%
11,693
+368
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.09T
$3.5M 0.93%
6,955
-410
AMZN icon
29
Amazon
AMZN
$2.46T
$3.44M 0.91%
15,672
-1,018
IVV icon
30
iShares Core S&P 500 ETF
IVV
$737B
$3.44M 0.91%
5,136
-331
VIOO icon
31
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.1B
$3.31M 0.88%
29,992
-13,882
FDL icon
32
First Trust Morningstar Dividend Leaders Index Fund
FDL
$6.11B
$3.24M 0.86%
74,742
SCHD icon
33
Schwab US Dividend Equity ETF
SCHD
$71.8B
$3.2M 0.85%
117,373
+557
CGMS icon
34
Capital Group US Multi-Sector Income ETF
CGMS
$3.7B
$3M 0.8%
108,260
+2,861
GLD icon
35
SPDR Gold Trust
GLD
$142B
$2.95M 0.78%
8,288
+914
QQQ icon
36
Invesco QQQ Trust
QQQ
$410B
$2.92M 0.78%
4,872
+86
UPS icon
37
United Parcel Service
UPS
$81B
$2.66M 0.71%
31,863
+12,480
VTI icon
38
Vanguard Total Stock Market ETF
VTI
$568B
$2.61M 0.69%
7,962
-305
CGDV icon
39
Capital Group Dividend Value ETF
CGDV
$25.5B
$2.59M 0.69%
61,605
-2,192
SPYD icon
40
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.31B
$2.54M 0.67%
57,627
+33,267
ANET icon
41
Arista Networks
ANET
$161B
$2.53M 0.67%
17,350
-241
IWP icon
42
iShares Russell Mid-Cap Growth ETF
IWP
$20.1B
$2.51M 0.67%
17,619
-585
GWX icon
43
SPDR S&P International Small Cap ETF
GWX
$784M
$2.43M 0.64%
60,392
+2,663
AMGN icon
44
Amgen
AMGN
$182B
$2.39M 0.64%
8,487
-98
WMT icon
45
Walmart
WMT
$920B
$2.39M 0.63%
23,179
-82
VGLT icon
46
Vanguard Long-Term Treasury ETF
VGLT
$9.81B
$2.34M 0.62%
+41,167
SPYV icon
47
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.7B
$2.27M 0.6%
40,962
+52
INTC icon
48
Intel
INTC
$202B
$2.23M 0.59%
66,476
+21,299
TFLO icon
49
iShares Treasury Floating Rate Bond ETF
TFLO
$6.52B
$2.22M 0.59%
43,877
-10,567
VZ icon
50
Verizon
VZ
$176B
$2.2M 0.58%
49,966
+11,072
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