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
$174M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.45M
3
+$1.19M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.04M
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$1.04M

Top Sells

1
+$3.67M
2
+$2.61M
3
+$1.24M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$989K
5
SPT icon
Sprout Social
SPT
+$801K

Sector Composition

1 Healthcare 10.82%
2 Technology 10.47%
3 Consumer Discretionary 5.46%
4 Financials 5.32%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.86%
13,737
-27
27
$1.47M 0.85%
32,349
+22,798
28
$1.45M 0.83%
9,495
-92
29
$1.45M 0.83%
+24,710
30
$1.4M 0.8%
5,848
+148
31
$1.33M 0.76%
25,668
-1,600
32
$1.26M 0.73%
8,180
+220
33
$1.23M 0.7%
16,684
34
$1.19M 0.68%
+23,020
35
$1.1M 0.63%
16,095
-490
36
$1.07M 0.62%
11,181
-219
37
$1.06M 0.61%
3,319
-1,871
38
$1.05M 0.6%
16,353
+3,757
39
$1.04M 0.6%
+11,055
40
$1M 0.57%
43,734
+11,129
41
$999K 0.57%
4,962
+80
42
$953K 0.55%
4,197
+27
43
$947K 0.54%
3,685
+128
44
$911K 0.52%
5,693
+2,300
45
$904K 0.52%
3,631
46
$897K 0.52%
21,734
-3,702
47
$882K 0.51%
15,171
+4,081
48
$874K 0.5%
+13,180
49
$867K 0.5%
13,151
+134
50
$854K 0.49%
11,875
-60
1
2
3 4 5