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
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.51M
3
+$5.21M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$4.56M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Healthcare 7.89%
3 Financials 5.8%
4 Consumer Discretionary 3.75%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$12K 0.01%
+500
477
$12K 0.01%
+133
478
$12K 0.01%
+165
479
$12K 0.01%
+200
480
$11K 0.01%
+205
481
$11K 0.01%
+514
482
$11K 0.01%
+400
483
$11K 0.01%
+433
484
$11K 0.01%
+517
485
$11K 0.01%
+125
486
$11K 0.01%
+100
487
$11K 0.01%
+133
488
$11K 0.01%
+208
489
$11K 0.01%
+450
490
$11K 0.01%
+400
491
$11K 0.01%
+500
492
$11K 0.01%
+379
493
$10K 0.01%
+350
494
$10K 0.01%
+199
495
$10K 0.01%
+175
496
$10K 0.01%
+500
497
$10K 0.01%
+375
498
$10K 0.01%
+171
499
$10K 0.01%
+700
500
$10K 0.01%
+100
18 19
20
21 22