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
$174M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.39M
3
+$1.18M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$1M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$972K

Top Sells

1
+$3.76M
2
+$2.72M
3
+$1.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$970K
5
SPT icon
Sprout Social
SPT
+$869K

Sector Composition

1 Healthcare 10.82%
2 Technology 10.47%
3 Consumer Discretionary 5.46%
4 Financials 5.32%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$17K 0.01%
+353
477
$17K 0.01%
+300
478
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479
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482
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483
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484
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485
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486
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487
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488
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489
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491
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+400
494
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495
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496
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498
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499
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500
$15K 0.01%
+930
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