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
$196M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$3.63M
3
+$2.08M
4
WBA
Walgreens Boots Alliance
WBA
+$1.85M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$1.72M

Top Sells

1
+$3.7M
2
+$3.69M
3
+$2.15M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.57M
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$1.48M

Sector Composition

1 Healthcare 10.59%
2 Technology 9.42%
3 Financials 6.81%
4 Consumer Discretionary 5.98%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.84%
14,034
-823
27
$1.63M 0.83%
4,247
-69
28
$1.62M 0.82%
5,250
+85
29
$1.56M 0.8%
86,453
+1,214
30
$1.53M 0.78%
22,971
-5,537
31
$1.5M 0.76%
+41,738
32
$1.45M 0.74%
2,736
+169
33
$1.39M 0.71%
+52,134
34
$1.37M 0.7%
7,171
+1,619
35
$1.33M 0.68%
6,301
-181
36
$1.3M 0.66%
31,047
+3,053
37
$1.26M 0.64%
47,735
+10,615
38
$1.21M 0.61%
12,169
-47
39
$1.2M 0.61%
14,227
-3,856
40
$1.19M 0.61%
3,855
+354
41
$1.14M 0.58%
7,060
+452
42
$1.14M 0.58%
24,361
-394
43
$1.08M 0.55%
27,316
+6,974
44
$1.06M 0.54%
13,900
-405
45
$1.06M 0.54%
82,801
+20,771
46
$1.04M 0.53%
+15,880
47
$1.04M 0.53%
+50,289
48
$1.02M 0.52%
29,420
49
$1.01M 0.52%
13,509
+10,315
50
$971K 0.49%
39,997
+17,817
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