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

Top Buys

1
+$5.72M
2
+$5.32M
3
+$4.98M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$4.46M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.56M

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
501
$10K 0.01%
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502
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+375
503
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504
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+700
505
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+1,000
506
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507
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+250
508
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509
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+279
510
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511
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512
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+2
513
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514
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515
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516
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517
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518
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+425
519
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520
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521
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522
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523
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+100
524
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+150
525
$8K 0.01%
+86
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