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
$288M
AUM Growth
+$585K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$3.67M
3
+$2.16M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.09M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.64M

Top Sells

1
+$4.47M
2
+$3.54M
3
+$1.72M
4
MDLZ icon
Mondelez International
MDLZ
+$1.45M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.4M

Sector Composition

1 Technology 10.4%
2 Financials 6.01%
3 Healthcare 3.72%
4 Consumer Discretionary 3.57%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 0.96%
8,853
-1,028
27
$2.73M 0.95%
49,841
+11,175
28
$2.72M 0.95%
129,473
+35,944
29
$2.72M 0.94%
6,691
+168
30
$2.69M 0.93%
26,744
+20,754
31
$2.62M 0.91%
22,258
-4,963
32
$2.58M 0.89%
37,717
+12,103
33
$2.57M 0.89%
74,425
+24,304
34
$2.48M 0.86%
9,288
+543
35
$2.43M 0.84%
5,062
-216
36
$2.38M 0.83%
13,060
+8,988
37
$2.18M 0.76%
10,764
-277
38
$2.17M 0.75%
83,335
-13,825
39
$2.08M 0.72%
50,398
-5,204
40
$2M 0.69%
37,620
-7,518
41
$1.99M 0.69%
11,647
+1,577
42
$1.97M 0.68%
8,632
-480
43
$1.88M 0.65%
18,326
+12,393
44
$1.88M 0.65%
15,194
-1,220
45
$1.86M 0.64%
63,096
+15,568
46
$1.77M 0.62%
25,889
-3,412
47
$1.73M 0.6%
19,337
+8,126
48
$1.73M 0.6%
34,906
-591
49
$1.67M 0.58%
40,282
+15,545
50
$1.58M 0.55%
12,394
+8,023
1
2
3 4 5