TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
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
+$2.44M
2
+$1.45M
3
+$1.19M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.04M
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$1.04M

Top Sells

1
+$3.67M
2
+$2.61M
3
+$1.24M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$989K
5
SPT icon
Sprout Social
SPT
+$801K

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
601
$8K ﹤0.01%
+518
602
$8K ﹤0.01%
+46
603
$8K ﹤0.01%
+195
604
$8K ﹤0.01%
+200
605
$8K ﹤0.01%
+47
606
$8K ﹤0.01%
+114
607
$8K ﹤0.01%
+150
608
$8K ﹤0.01%
+225
609
$8K ﹤0.01%
+46
610
$7K ﹤0.01%
+160
611
$7K ﹤0.01%
+333
612
$7K ﹤0.01%
+83
613
$7K ﹤0.01%
+185
614
$7K ﹤0.01%
+348
615
$7K ﹤0.01%
+2,000
616
$7K ﹤0.01%
+175
617
$7K ﹤0.01%
+63
618
$7K ﹤0.01%
+52
619
$7K ﹤0.01%
+100
620
$7K ﹤0.01%
+50
621
$7K ﹤0.01%
+2,150
622
$7K ﹤0.01%
+81
623
$7K ﹤0.01%
+30
624
$7K ﹤0.01%
+101
625
$7K ﹤0.01%
+1,500
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