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
$109M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$4.97M
3
+$3.33M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.23M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.78M

Top Sells

1
+$1.95M
2
+$1.8M
3
+$498K
4
RTN
Raytheon Company
RTN
+$487K
5
WPC icon
W.P. Carey
WPC
+$366K

Sector Composition

1 Technology 12.01%
2 Healthcare 11.63%
3 Financials 4.1%
4 Consumer Discretionary 3.72%
5 Communication Services 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$603K 0.55%
+10,170
52
$593K 0.54%
6,039
+63
53
$577K 0.53%
71,185
-2,109
54
$565K 0.52%
13,690
-500
55
$560K 0.51%
6,128
+898
56
$541K 0.5%
8,331
-100
57
$540K 0.5%
17,411
-209
58
$524K 0.48%
9,513
+1,872
59
$493K 0.45%
42,931
60
$490K 0.45%
4,496
-249
61
$478K 0.44%
4,192
-200
62
$472K 0.43%
3,336
+38
63
$461K 0.42%
4,135
64
$461K 0.42%
2,580
-148
65
$460K 0.42%
32,607
-127,678
66
$445K 0.41%
10,080
+240
67
$429K 0.39%
3,627
+737
68
$426K 0.39%
6,841
-1,800
69
$425K 0.39%
10,641
+45
70
$419K 0.38%
8,945
-1,725
71
$417K 0.38%
+33,320
72
$413K 0.38%
2,291
-10
73
$412K 0.38%
3,330
74
$408K 0.37%
+3,890
75
$405K 0.37%
+3,169
1 2
3
4 5