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
576
$5K ﹤0.01%
+400
577
$5K ﹤0.01%
+143
578
$5K ﹤0.01%
+100
579
$5K ﹤0.01%
+150
580
$5K ﹤0.01%
+90
581
$5K ﹤0.01%
+192
582
$5K ﹤0.01%
+400
583
$5K ﹤0.01%
+85
584
$5K ﹤0.01%
+50
585
$5K ﹤0.01%
+200
586
$5K ﹤0.01%
+46
587
$5K ﹤0.01%
+250
588
$5K ﹤0.01%
+50
589
$5K ﹤0.01%
+60
590
$5K ﹤0.01%
+108
591
$5K ﹤0.01%
+50
592
$5K ﹤0.01%
+200
593
$5K ﹤0.01%
+42
594
$5K ﹤0.01%
+42
595
$5K ﹤0.01%
+40
596
$5K ﹤0.01%
+200
597
$5K ﹤0.01%
+30
598
$5K ﹤0.01%
+66
599
$5K ﹤0.01%
+308
600
$5K ﹤0.01%
+800
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