TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$4.97M
3
+$3.33M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.23M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.78M

Top Sells

1
+$1.95M
2
+$1.8M
3
+$498K
4
RTN
Raytheon Company
RTN
+$487K
5
WPC icon
W.P. Carey
WPC
+$366K

Sector Composition

1 Technology 12.01%
2 Healthcare 11.63%
3 Financials 4.1%
4 Consumer Discretionary 3.72%
5 Communication Services 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 1.12%
34,320
-680
27
$1.21M 1.11%
16,391
+367
28
$1.17M 1.07%
+33,250
29
$1.16M 1.07%
34,922
+919
30
$1.02M 0.94%
18,030
+715
31
$996K 0.91%
13,534
-280
32
$966K 0.89%
3,119
+76
33
$956K 0.88%
13,480
+60
34
$907K 0.83%
12,173
+3,761
35
$885K 0.81%
+5,140
36
$885K 0.81%
9,404
+163
37
$879K 0.81%
14,693
-149
38
$875K 0.8%
+27,917
39
$809K 0.74%
9,263
+50
40
$805K 0.74%
+22,043
41
$804K 0.74%
+6,593
42
$797K 0.73%
3,380
+30
43
$781K 0.72%
11,395
+65
44
$779K 0.72%
+5,829
45
$742K 0.68%
+9,865
46
$734K 0.67%
7,338
+4,403
47
$723K 0.66%
2,446
+4
48
$714K 0.66%
3,532
-676
49
$691K 0.63%
4,050
+90
50
$655K 0.6%
28,669
-385
1
2
3 4 5