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
$288M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.67M
3
+$1.7M
4
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$1.44M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.31M

Top Sells

1
+$1.88M
2
+$1.79M
3
+$1.36M
4
APD icon
Air Products & Chemicals
APD
+$1.36M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.2M

Sector Composition

1 Technology 11.12%
2 Financials 6.55%
3 Healthcare 5.41%
4 Consumer Discretionary 5.14%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.74M 0.95%
6,523
+1,413
27
$2.61M 0.91%
45,138
-9,142
28
$2.6M 0.9%
43,898
+3,525
29
$2.43M 0.84%
89,745
+38,903
30
$2.43M 0.84%
97,160
+3,100
31
$2.34M 0.81%
5,278
+256
32
$2.33M 0.81%
55,602
+778
33
$2.27M 0.79%
8,745
+2,404
34
$2.21M 0.77%
11,041
+1,773
35
$2.17M 0.76%
38,666
+19,822
36
$2.17M 0.75%
16,414
+114
37
$2.14M 0.75%
42,295
+1,803
38
$2.02M 0.7%
29,301
-900
39
$1.98M 0.69%
93,529
+19,482
40
$1.8M 0.63%
9,112
-2,397
41
$1.78M 0.62%
35,497
+6,656
42
$1.72M 0.6%
25,614
+4,044
43
$1.72M 0.6%
31,778
-4,277
44
$1.7M 0.59%
+50,121
45
$1.66M 0.58%
10,070
+4,985
46
$1.65M 0.57%
10,431
-181
47
$1.64M 0.57%
4,476
-56
48
$1.59M 0.55%
44,064
-1,295
49
$1.57M 0.55%
58,695
+2,267
50
$1.51M 0.53%
82,576
+723
1
2
3 4 5