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TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $426M
1-Year Est. Return 23.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.62%
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
+$2.29M
2
+$1.39M
3
+$1.18M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$1M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$972K

Top Sells

1
+$3.76M
2
+$2.72M
3
+$1.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$970K
5
SPT icon
Sprout Social
SPT
+$869K

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%
+195
702
$5K ﹤0.01%
+250
703
$5K ﹤0.01%
+10
704
$5K ﹤0.01%
+48
705
$5K ﹤0.01%
+12
706
$5K ﹤0.01%
+68
707
$5K ﹤0.01%
+90
708
$5K ﹤0.01%
+238
709
$5K ﹤0.01%
+61
710
$5K ﹤0.01%
+52
711
$4K ﹤0.01%
+43
712
– –
0
713
$4K ﹤0.01%
+80
714
$4K ﹤0.01%
+600
715
$4K ﹤0.01%
+77
716
$4K ﹤0.01%
+200
717
$4K ﹤0.01%
+10
718
$4K ﹤0.01%
+57
719
$4K ﹤0.01%
+225
720
$4K ﹤0.01%
+16
721
$4K ﹤0.01%
+70
722
$4K ﹤0.01%
+147
723
$4K ﹤0.01%
+49
724
$4K ﹤0.01%
+34
725
$4K ﹤0.01%
+366
27 28
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