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
$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%
+108
652
$6K ﹤0.01%
+200
653
$6K ﹤0.01%
+175
654
$6K ﹤0.01%
+939
655
$6K ﹤0.01%
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656
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+118
657
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+100
658
$6K ﹤0.01%
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659
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660
$6K ﹤0.01%
+241
661
$6K ﹤0.01%
+32
662
$6K ﹤0.01%
+42
663
$6K ﹤0.01%
+1,400
664
$6K ﹤0.01%
+175
665
$6K ﹤0.01%
+200
666
$6K ﹤0.01%
+119
667
$6K ﹤0.01%
+142
668
$6K ﹤0.01%
+200
669
$6K ﹤0.01%
+100
670
$6K ﹤0.01%
+2,000
671
$6K ﹤0.01%
+750
672
$6K ﹤0.01%
+1,141
673
$6K ﹤0.01%
+95
674
$6K ﹤0.01%
+50
675
$6K ﹤0.01%
+160
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