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
576
$5K ﹤0.01%
+100
577
$5K ﹤0.01%
+150
578
$5K ﹤0.01%
+90
579
$5K ﹤0.01%
+192
580
$5K ﹤0.01%
+400
581
$5K ﹤0.01%
+85
582
$5K ﹤0.01%
+50
583
$5K ﹤0.01%
+200
584
$5K ﹤0.01%
+46
585
$5K ﹤0.01%
+250
586
$5K ﹤0.01%
+50
587
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+60
588
$5K ﹤0.01%
+50
589
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+200
590
$5K ﹤0.01%
+42
591
$5K ﹤0.01%
+42
592
$5K ﹤0.01%
+40
593
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+200
594
$5K ﹤0.01%
+30
595
$5K ﹤0.01%
+66
596
$5K ﹤0.01%
+114
597
$5K ﹤0.01%
+308
598
$5K ﹤0.01%
+800
599
$5K ﹤0.01%
+108
600
$5K ﹤0.01%
+200
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