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
701
$5K ﹤0.01%
+43
702
$5K ﹤0.01%
+85
703
$5K ﹤0.01%
+15
704
$5K ﹤0.01%
+833
705
$5K ﹤0.01%
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+2
707
$5K ﹤0.01%
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708
$5K ﹤0.01%
+131
709
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+200
710
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+100
711
$4K ﹤0.01%
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712
$4K ﹤0.01%
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713
$4K ﹤0.01%
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714
$4K ﹤0.01%
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715
$4K ﹤0.01%
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716
$4K ﹤0.01%
+147
717
$4K ﹤0.01%
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718
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719
$4K ﹤0.01%
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720
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+38
721
$4K ﹤0.01%
+71
722
$4K ﹤0.01%
+80
723
$4K ﹤0.01%
+11
724
$4K ﹤0.01%
+43
725
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