TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $426M
1-Year Est. Return 23.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.2M
3
+$1.46M
4
UPS icon
United Parcel Service
UPS
+$1.13M
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$1.12M

Top Sells

1
+$2.44M
2
+$2.26M
3
+$1.48M
4
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$1.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.32M

Sector Composition

1 Technology 10.55%
2 Financials 5.7%
3 Communication Services 3.92%
4 Industrials 3.21%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.77M 1%
5
27
$3.69M 0.98%
11,693
+368
28
$3.5M 0.93%
6,955
-410
29
$3.44M 0.91%
15,672
-1,018
30
$3.44M 0.91%
5,136
-331
31
$3.31M 0.88%
29,992
-13,882
32
$3.24M 0.86%
74,742
33
$3.2M 0.85%
117,373
+557
34
$3M 0.8%
108,260
+2,861
35
$2.95M 0.78%
8,288
+914
36
$2.92M 0.78%
4,872
+86
37
$2.66M 0.71%
31,863
+12,480
38
$2.61M 0.69%
7,962
-305
39
$2.59M 0.69%
61,605
-2,192
40
$2.54M 0.67%
57,627
+33,267
41
$2.53M 0.67%
17,350
-241
42
$2.51M 0.67%
17,619
-585
43
$2.43M 0.64%
60,392
+2,663
44
$2.39M 0.64%
8,487
-98
45
$2.39M 0.63%
23,179
-82
46
$2.34M 0.62%
+41,167
47
$2.27M 0.6%
40,962
+52
48
$2.23M 0.59%
66,476
+21,299
49
$2.22M 0.59%
43,877
-10,567
50
$2.2M 0.58%
49,966
+11,072
1
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