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
$208M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$3.68M
3
+$2.01M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.67M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.11M

Top Sells

1
+$6.73M
2
+$2.74M
3
+$1.69M
4
ATVI
Activision Blizzard
ATVI
+$1.21M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.13M

Sector Composition

1 Technology 12.03%
2 Healthcare 7.06%
3 Financials 5.26%
4 Consumer Discretionary 5.13%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 0.84%
16,953
+212
27
$1.74M 0.84%
53,589
+9,323
28
$1.73M 0.83%
32,257
+20,736
29
$1.68M 0.81%
4,696
+1,215
30
$1.66M 0.8%
59,676
+3,454
31
$1.63M 0.78%
10,443
-1,327
32
$1.61M 0.77%
4,584
+920
33
$1.6M 0.77%
31,481
+7,424
34
$1.58M 0.76%
22,786
-652
35
$1.56M 0.75%
47,048
+163
36
$1.53M 0.74%
35,280
+420
37
$1.48M 0.71%
66,640
+20,810
38
$1.48M 0.71%
12,554
-535
39
$1.43M 0.69%
5,030
-85
40
$1.38M 0.67%
6,505
+1,636
41
$1.37M 0.66%
82,912
+220
42
$1.37M 0.66%
27,443
-18,824
43
$1.35M 0.65%
9,279
-194
44
$1.32M 0.63%
24,465
+10,940
45
$1.28M 0.62%
4,705
-811
46
$1.25M 0.6%
35,231
+84
47
$1.24M 0.6%
2,466
-214
48
$1.23M 0.59%
28,246
+3
49
$1.15M 0.55%
18,595
-5,442
50
$1.12M 0.54%
53,380
-566
1
2
3 4 5