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
51
$840K 0.48%
34,587
-2,636
52
$814K 0.47%
+36,805
53
$800K 0.46%
2,150
54
$796K 0.46%
2,235
-30
55
$788K 0.45%
2,845
+50
56
$772K 0.44%
3,541
-47
57
$771K 0.44%
+8,935
58
$738K 0.42%
6,155
+76
59
$727K 0.42%
+22,646
60
$711K 0.41%
4,660
61
$707K 0.41%
59,884
-5,321
62
$685K 0.39%
8,010
-858
63
$679K 0.39%
5,135
-5,135
64
$678K 0.39%
2,653
+73
65
$627K 0.36%
2,704
+100
66
$626K 0.36%
+27,565
67
$622K 0.36%
14,947
-62,733
68
$606K 0.35%
5,597
-34
69
$601K 0.35%
9,610
70
$601K 0.35%
4,171
-206
71
$599K 0.34%
3,080
-150
72
$590K 0.34%
2,107
-165
73
$589K 0.34%
17,778
+268
74
$587K 0.34%
16,211
-1,297
75
$566K 0.33%
41,846
1 2
3
4 5