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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
$174M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.39M
3
+$1.18M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$1M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$972K

Top Sells

1
+$3.76M
2
+$2.72M
3
+$1.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$970K
5
SPT icon
Sprout Social
SPT
+$869K

Sector Composition

1 Healthcare 10.82%
2 Technology 10.47%
3 Consumer Discretionary 5.46%
4 Financials 5.32%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$9K 0.01%
+165
577
$9K 0.01%
+536
578
$9K 0.01%
+664
579
$9K 0.01%
+15
580
$9K 0.01%
+48
581
$9K 0.01%
+684
582
$9K 0.01%
+248
583
$9K 0.01%
+62
584
$9K 0.01%
+112
585
$9K 0.01%
+425
586
$9K 0.01%
+70
587
$9K 0.01%
+539
588
$9K 0.01%
+200
589
$8K ﹤0.01%
+204
590
$8K ﹤0.01%
+88
591
$8K ﹤0.01%
+250
592
$8K ﹤0.01%
+155
593
$8K ﹤0.01%
+518
594
$8K ﹤0.01%
+46
595
$8K ﹤0.01%
+195
596
$8K ﹤0.01%
+200
597
$8K ﹤0.01%
+192
598
$8K ﹤0.01%
+230
599
$8K ﹤0.01%
+524
600
$8K ﹤0.01%
+350
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