Total Clarity Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Horizon
FHN
|
+$2.29M |
| 2 |
Mondelez International
MDLZ
|
+$1.39M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$1.18M |
| 4 |
First Trust Mid Cap Core AlphaDEX Fund
FNX
|
+$1M |
| 5 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$972K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$3.76M |
| 2 |
Magnite
MGNI
|
+$2.72M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$1.2M |
| 4 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$970K |
| 5 |
Sprout Social
SPT
|
+$869K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 10.82% |
| 2 | Technology | 10.47% |
| 3 | Consumer Discretionary | 5.46% |
| 4 | Financials | 5.32% |
| 5 | Communication Services | 3.74% |
Similar funds
Total Clarity Wealth Management's Q1 2021 Portfolio in Review
As of Q1 2021, Total Clarity Wealth Management held 829 positions worth $174M, up 21% from $144M the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Total Clarity Wealth Management deployed $23.8M of net new capital in Q1 2021, opening 678 new positions and adding to 56 existing holdings. Its largest new stake was First Horizon: 144,550 shares worth $2.44M.
By sector, the portfolio is most concentrated in Healthcare at 11% of assets, down from 12% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was iShares iBoxx $ Investment Grade Corporate Bond ETF, an estimated $3.76M trimmed.
- Total Clarity Wealth Management's largest Q1 2021 buy was First Horizon: 144,550 shares worth $2.44M.
- Total Clarity Wealth Management added most to First Trust Rising Dividend Achievers ETF in Q1 2021, an estimated $972K increase.
- Total Clarity Wealth Management's biggest Q1 2021 reduction was iShares iBoxx $ Investment Grade Corporate Bond ETF, cutting an estimated $3.76M.
- Total Clarity Wealth Management fully exited State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2021, selling an estimated $779K.
- Total Clarity Wealth Management's ten largest holdings make up 22% of its $174M portfolio in Q1 2021.
- Total Clarity Wealth Management opened 678 new positions and closed 5 in Q1 2021.
- Total Clarity Wealth Management's portfolio value rose 21% quarter-over-quarter to $174M.
Based on Total Clarity Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.