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
$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
526
$8K 0.01%
+143
527
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+2,800
528
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+46
529
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530
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+118
531
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532
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533
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+42
534
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+120
535
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+125
536
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537
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+81
538
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539
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540
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+576
541
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542
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543
$7K 0.01%
+58
544
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545
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546
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+600
547
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548
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+250
549
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+125
550
$7K 0.01%
+200
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