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
$201M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.11M
3
+$2.74M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.37M
5
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$2.06M

Top Sells

1
+$6.56M
2
+$6.33M
3
+$2.78M
4
FHN icon
First Horizon
FHN
+$2.14M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$2M

Sector Composition

1 Technology 12.85%
2 Healthcare 8.1%
3 Financials 4.59%
4 Consumer Discretionary 4.43%
5 Consumer Staples 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 0.85%
23,438
+517
27
$1.69M 0.84%
29,304
-22,409
28
$1.65M 0.82%
44,266
-558
29
$1.62M 0.8%
56,222
+4,894
30
$1.56M 0.77%
+27,778
31
$1.53M 0.76%
5,115
-135
32
$1.53M 0.76%
+13,834
33
$1.52M 0.75%
+24,037
34
$1.47M 0.73%
34,860
+19,530
35
$1.42M 0.71%
82,692
-930
36
$1.4M 0.7%
13,089
-903
37
$1.38M 0.68%
9,473
+551
38
$1.37M 0.68%
+18,116
39
$1.36M 0.67%
5,516
+1,288
40
$1.32M 0.65%
+42,688
41
$1.31M 0.65%
45,830
-14,807
42
$1.3M 0.65%
28,243
-1,992
43
$1.3M 0.64%
27,544
-2,916
44
$1.29M 0.64%
2,680
-59
45
$1.29M 0.64%
3,481
-72
46
$1.26M 0.62%
13,345
-7
47
$1.25M 0.62%
3,664
+195
48
$1.22M 0.61%
24,057
-31,904
49
$1.21M 0.6%
14,320
-50
50
$1.18M 0.58%
11,872
-143
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