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
$64.7M
AUM Growth
-$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1M
3
+$496K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$400K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$379K

Top Sells

1
+$5.51M
2
+$5.21M
3
+$4.56M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$3.44M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.89M

Sector Composition

1 Healthcare 14.47%
2 Technology 10.92%
3 Financials 5.9%
4 Consumer Discretionary 4.84%
5 Real Estate 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$413K 0.64%
5,230
-44
52
$411K 0.63%
7,641
+559
53
$401K 0.62%
4,745
-247
54
$401K 0.62%
10,596
+450
55
$400K 0.62%
+15,450
56
$396K 0.61%
10,670
-1,935
57
$370K 0.57%
9,840
+1,050
58
$368K 0.57%
42,931
59
$366K 0.57%
6,432
-108
60
$364K 0.56%
4,392
61
$347K 0.54%
73,294
+7,761
62
$333K 0.51%
2,890
-86
63
$330K 0.51%
7,500
+300
64
$328K 0.51%
21,516
-2,700
65
$326K 0.5%
4,690
66
$321K 0.5%
3,330
+60
67
$316K 0.49%
2,301
+51
68
$316K 0.49%
2,125
-728
69
$314K 0.49%
1,811
+14
70
$305K 0.47%
+6,001
71
$305K 0.47%
2,059
+997
72
$299K 0.46%
1,854
-181
73
$289K 0.45%
5,355
74
$284K 0.44%
5,610
+100
75
$278K 0.43%
3,210
+50
1 2
3
4 5