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
26
$1.21M 0.91%
+5,258
27
$1.18M 0.89%
+65,533
28
$1.16M 0.87%
+13,207
29
$952K 0.71%
+15,901
30
$925K 0.69%
+21,987
31
$907K 0.68%
+17,977
32
$897K 0.67%
+19,235
33
$871K 0.65%
+13,000
34
$868K 0.65%
+9,163
35
$865K 0.65%
+15,310
36
$852K 0.64%
+3,875
37
$836K 0.63%
+11,390
38
$816K 0.61%
+34,700
39
$799K 0.6%
+27,056
40
$774K 0.58%
+3,210
41
$757K 0.57%
+2,536
42
$754K 0.57%
+14,021
43
$732K 0.55%
+8,832
44
$702K 0.53%
+7,600
45
$699K 0.52%
+3,835
46
$693K 0.52%
+18,644
47
$672K 0.5%
+4,440
48
$664K 0.5%
+2,054
49
$643K 0.48%
+8,655
50
$625K 0.47%
+2,938
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