TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.4M
3
+$3.41M
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$3.12M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.05M

Top Sells

1
+$3.77M
2
+$3.01M
3
+$2.33M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.6M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.58M

Sector Composition

1 Technology 9.24%
2 Financials 5.66%
3 Consumer Discretionary 3.55%
4 Communication Services 3.08%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.61M 1.03%
+89,039
27
$3.6M 1.03%
100,579
+6,206
28
$3.58M 1.02%
7,365
+239
29
$3.5M 1%
35,183
-30,290
30
$3.39M 0.97%
5,467
+675
31
$3.28M 0.94%
11,325
+90
32
$3.13M 0.9%
74,742
33
$3.1M 0.89%
+116,816
34
$2.91M 0.83%
105,399
+9,255
35
$2.76M 0.79%
54,444
+11,890
36
$2.64M 0.76%
4,786
+120
37
$2.52M 0.72%
18,204
-6,809
38
$2.52M 0.72%
63,797
+37,296
39
$2.51M 0.72%
8,267
-171
40
$2.44M 0.7%
+72,371
41
$2.4M 0.69%
8,585
-433
42
$2.27M 0.65%
23,261
+9,390
43
$2.26M 0.65%
76,902
+1,145
44
$2.25M 0.64%
7,374
+4,399
45
$2.15M 0.61%
57,729
+15,778
46
$2.14M 0.61%
40,910
-24,352
47
$1.96M 0.56%
19,383
-2,348
48
$1.94M 0.56%
27,280
+22,697
49
$1.92M 0.55%
+22,390
50
$1.86M 0.53%
45,430
-18,978
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