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
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.51M
3
+$5.21M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$4.56M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Healthcare 7.89%
3 Financials 5.8%
4 Consumer Discretionary 3.75%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$596K 0.45%
+2,633
52
$559K 0.42%
+4,392
53
$551K 0.41%
+3,959
54
$547K 0.41%
+8,525
55
$542K 0.41%
+24,216
56
$540K 0.41%
+8,303
57
$529K 0.4%
+12,605
58
$524K 0.39%
+6,252
59
$513K 0.38%
+6,540
60
$505K 0.38%
+42,931
61
$500K 0.38%
+4,992
62
$500K 0.38%
+8,277
63
$498K 0.37%
+2,853
64
$458K 0.34%
+5,274
65
$457K 0.34%
+3,326
66
$451K 0.34%
+5,094
67
$446K 0.33%
+7,328
68
$445K 0.33%
+8,410
69
$440K 0.33%
+4,080
70
$435K 0.33%
+7,082
71
$422K 0.32%
+2,367
72
$416K 0.31%
+3,336
73
$408K 0.31%
+5,510
74
$402K 0.3%
+10,146
75
$387K 0.29%
+8,790
1 2
3
4 5