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
651
$6K ﹤0.01%
+175
652
$6K ﹤0.01%
+939
653
$6K ﹤0.01%
+75
654
$6K ﹤0.01%
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655
$6K ﹤0.01%
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656
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657
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+100
658
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+100
659
$6K ﹤0.01%
+2,000
660
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+750
661
$6K ﹤0.01%
+1,141
662
$6K ﹤0.01%
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663
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+50
664
$6K ﹤0.01%
+346
665
$6K ﹤0.01%
+241
666
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+32
667
$6K ﹤0.01%
+42
668
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669
$6K ﹤0.01%
+175
670
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+160
671
$6K ﹤0.01%
+200
672
$6K ﹤0.01%
+119
673
$6K ﹤0.01%
+142
674
$6K ﹤0.01%
+208
675
$6K ﹤0.01%
+90
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