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
$64.7M
AUM Growth
-$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1M
3
+$496K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$400K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$379K

Top Sells

1
+$5.51M
2
+$5.21M
3
+$4.56M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$3.44M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.89M

Sector Composition

1 Healthcare 14.47%
2 Technology 10.92%
3 Financials 5.9%
4 Consumer Discretionary 4.84%
5 Real Estate 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$780K 1.2%
13,420
+420
27
$760K 1.17%
9,213
+50
28
$728K 1.12%
17,315
-1,920
29
$714K 1.1%
11,330
-60
30
$679K 1.05%
3,350
+140
31
$659K 1.02%
4,208
+373
32
$640K 0.99%
29,054
+1,998
33
$590K 0.91%
2,442
-94
34
$576K 0.89%
14,190
-1,120
35
$546K 0.84%
17,620
-1,024
36
$539K 0.83%
8,641
+1,313
37
$529K 0.82%
16,242
-5,745
38
$528K 0.82%
8,432
-400
39
$500K 0.77%
8,431
-224
40
$499K 0.77%
2,728
+95
41
$498K 0.77%
5,434
+5,407
42
$494K 0.76%
9,031
-30,645
43
$490K 0.76%
3,960
+1
44
$487K 0.75%
3,711
-164
45
$482K 0.74%
3,900
+3,066
46
$464K 0.72%
8,324
-201
47
$458K 0.71%
8,412
+135
48
$455K 0.7%
5,976
+882
49
$439K 0.68%
4,135
+55
50
$422K 0.65%
3,298
-28
1
2
3 4 5