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
626
$7K ﹤0.01%
+51
627
$7K ﹤0.01%
+400
628
$7K ﹤0.01%
+2
629
$7K ﹤0.01%
+67
630
$7K ﹤0.01%
+500
631
$7K ﹤0.01%
+76
632
$7K ﹤0.01%
+378
633
$7K ﹤0.01%
+151
634
$7K ﹤0.01%
+700
635
$7K ﹤0.01%
+350
636
$7K ﹤0.01%
+118
637
$7K ﹤0.01%
+282
638
$7K ﹤0.01%
+133
639
$7K ﹤0.01%
+15
640
$7K ﹤0.01%
+699
641
$6K ﹤0.01%
+1,200
642
$6K ﹤0.01%
+200
643
$6K ﹤0.01%
+1,000
644
$6K ﹤0.01%
+50
645
$6K ﹤0.01%
+167
646
$6K ﹤0.01%
+143
647
$6K ﹤0.01%
+801
648
$6K ﹤0.01%
+589
649
$6K ﹤0.01%
+108
650
$6K ﹤0.01%
+200
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