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
$201M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.11M
3
+$2.74M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.37M
5
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$2.06M

Top Sells

1
+$6.56M
2
+$6.33M
3
+$2.78M
4
FHN icon
First Horizon
FHN
+$2.14M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$2M

Sector Composition

1 Technology 12.85%
2 Healthcare 8.1%
3 Financials 4.59%
4 Consumer Discretionary 4.43%
5 Consumer Staples 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.57%
23,738
+4,848
52
$1.15M 0.57%
5,919
-180
53
$1.14M 0.56%
+53,946
54
$1.12M 0.55%
35,147
+5,727
55
$1.1M 0.55%
+28,743
56
$1.07M 0.53%
4,869
+452
57
$994K 0.49%
+2,033
58
$974K 0.48%
15,780
-100
59
$962K 0.48%
13,681
+6,846
60
$958K 0.48%
+11,213
61
$922K 0.46%
12,276
-483
62
$908K 0.45%
8,327
-2,522
63
$905K 0.45%
15,731
-10,283
64
$895K 0.44%
17,844
-20,214
65
$884K 0.44%
19,515
+339
66
$883K 0.44%
+3,958
67
$878K 0.44%
+5,170
68
$877K 0.44%
+7,291
69
$865K 0.43%
6,418
-613
70
$840K 0.42%
2,815
+217
71
$833K 0.41%
+55,160
72
$820K 0.41%
+17,613
73
$811K 0.4%
+16,264
74
$809K 0.4%
2,122
-12
75
$794K 0.39%
3,692
+2,767
1 2
3
4 5