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
$196M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$3.63M
3
+$2.08M
4
WBA
Walgreens Boots Alliance
WBA
+$1.85M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$1.72M

Top Sells

1
+$3.7M
2
+$3.69M
3
+$2.15M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.57M
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$1.48M

Sector Composition

1 Healthcare 10.59%
2 Technology 9.42%
3 Financials 6.81%
4 Consumer Discretionary 5.98%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$963K 0.49%
4,021
+91
52
$930K 0.47%
3,492
+8
53
$927K 0.47%
29,332
+11,005
54
$921K 0.47%
28,523
-3,402
55
$909K 0.46%
17,747
-291
56
$908K 0.46%
23,283
+451
57
$886K 0.45%
3,360
+124
58
$885K 0.45%
2,802
-145
59
$855K 0.44%
9,172
-82
60
$843K 0.43%
3,424
+289
61
$839K 0.43%
18,349
+9,406
62
$838K 0.43%
7,594
+912
63
$833K 0.42%
24,696
+8,552
64
$823K 0.42%
2,523
+30
65
$810K 0.41%
17,012
+7,896
66
$776K 0.4%
3,685
+1,397
67
$760K 0.39%
11,009
+6,937
68
$747K 0.38%
117,466
+53,736
69
$727K 0.37%
5,365
+644
70
$710K 0.36%
9,525
+5,103
71
$695K 0.35%
5,557
+153
72
$695K 0.35%
15,826
-48,859
73
$693K 0.35%
6,316
+177
74
$690K 0.35%
37,498
+1,791
75
$687K 0.35%
7,578
+1
1 2
3
4 5