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
651
$2K ﹤0.01%
+37
652
$2K ﹤0.01%
+32
653
$2K ﹤0.01%
+45
654
$2K ﹤0.01%
+11
655
$2K ﹤0.01%
+58
656
$2K ﹤0.01%
+39
657
$2K ﹤0.01%
+63
658
$2K ﹤0.01%
+40
659
$2K ﹤0.01%
+110
660
$2K ﹤0.01%
+145
661
$2K ﹤0.01%
+10
662
$2K ﹤0.01%
+18
663
$2K ﹤0.01%
+75
664
$2K ﹤0.01%
+27
665
$1K ﹤0.01%
+100
666
$1K ﹤0.01%
+70
667
$1K ﹤0.01%
+3
668
$1K ﹤0.01%
+4
669
$1K ﹤0.01%
+13
670
$1K ﹤0.01%
+56
671
$1K ﹤0.01%
+90
672
$1K ﹤0.01%
+25
673
$1K ﹤0.01%
+71
674
$1K ﹤0.01%
+35
675
$1K ﹤0.01%
+65
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