TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
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
+$5.72M
2
+$5.32M
3
+$4.98M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$4.46M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.56M

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
651
$2K ﹤0.01%
+24
652
$2K ﹤0.01%
+37
653
$2K ﹤0.01%
+32
654
$2K ﹤0.01%
+45
655
$2K ﹤0.01%
+11
656
$2K ﹤0.01%
+58
657
$2K ﹤0.01%
+39
658
$2K ﹤0.01%
+63
659
$2K ﹤0.01%
+40
660
$2K ﹤0.01%
+110
661
$2K ﹤0.01%
+145
662
$2K ﹤0.01%
+18
663
$2K ﹤0.01%
+75
664
$2K ﹤0.01%
+27
665
$1K ﹤0.01%
+4
666
$1K ﹤0.01%
+13
667
$1K ﹤0.01%
+56
668
$1K ﹤0.01%
+90
669
$1K ﹤0.01%
+100
670
$1K ﹤0.01%
+70
671
$1K ﹤0.01%
+3
672
$1K ﹤0.01%
+25
673
$1K ﹤0.01%
+71
674
$1K ﹤0.01%
+35
675
$1K ﹤0.01%
+65
24 25 26
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