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
601
$4K ﹤0.01%
+22
602
$4K ﹤0.01%
+49
603
$4K ﹤0.01%
+25
604
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+70
605
$4K ﹤0.01%
+488
606
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+300
607
$4K ﹤0.01%
+70
608
$4K ﹤0.01%
+108
609
$4K ﹤0.01%
+175
610
$4K ﹤0.01%
+75
611
$4K ﹤0.01%
+43
612
$4K ﹤0.01%
+300
613
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+50
614
$4K ﹤0.01%
+250
615
$4K ﹤0.01%
+29
616
$4K ﹤0.01%
+47
617
$4K ﹤0.01%
+80
618
$4K ﹤0.01%
+47
619
$4K ﹤0.01%
+300
620
$4K ﹤0.01%
+75
621
$4K ﹤0.01%
+500
622
$4K ﹤0.01%
+25
623
$3K ﹤0.01%
+140
624
$3K ﹤0.01%
+82
625
$3K ﹤0.01%
+73
23 24
25
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