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
501
$10K 0.01%
+223
502
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+2,019
503
$10K 0.01%
+779
504
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+65
505
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+260
506
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+191
507
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+58
508
$9K 0.01%
+60
509
$9K 0.01%
+425
510
$9K 0.01%
+100
511
$9K 0.01%
+1,000
512
$9K 0.01%
+340
513
$9K 0.01%
+250
514
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+213
515
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+279
516
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+320
517
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518
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+2
519
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+150
520
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+210
521
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+15
522
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+70
523
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+42
524
$8K 0.01%
+167
525
$8K 0.01%
+100
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