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
626
$3K ﹤0.01%
+73
627
$3K ﹤0.01%
+1,820
628
$3K ﹤0.01%
+400
629
$3K ﹤0.01%
+56
630
$3K ﹤0.01%
+50
631
$3K ﹤0.01%
+30
632
$3K ﹤0.01%
+21
633
$3K ﹤0.01%
+300
634
$3K ﹤0.01%
+120
635
$3K ﹤0.01%
+94
636
$3K ﹤0.01%
+612
637
$3K ﹤0.01%
+19
638
$3K ﹤0.01%
+720
639
$3K ﹤0.01%
+100
640
$3K ﹤0.01%
+95
641
$2K ﹤0.01%
+18
642
$2K ﹤0.01%
+75
643
$2K ﹤0.01%
+27
644
$2K ﹤0.01%
+26
645
$2K ﹤0.01%
+20
646
$2K ﹤0.01%
+53
647
$2K ﹤0.01%
+40
648
$2K ﹤0.01%
+15
649
$2K ﹤0.01%
+60
650
$2K ﹤0.01%
+50
24 25
26
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