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
$208M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$3.68M
3
+$2.01M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.67M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.11M

Top Sells

1
+$6.73M
2
+$2.74M
3
+$1.69M
4
ATVI
Activision Blizzard
ATVI
+$1.21M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.13M

Sector Composition

1 Technology 12.03%
2 Healthcare 7.06%
3 Financials 5.26%
4 Consumer Discretionary 5.13%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.54%
29,691
+948
52
$1.1M 0.53%
21,392
+11,077
53
$1.09M 0.52%
11,894
+22
54
$1.07M 0.52%
46,892
+36,742
55
$1.04M 0.5%
2,039
+6
56
$1.03M 0.5%
9,733
-4,101
57
$1.02M 0.49%
16,080
+300
58
$987K 0.48%
+48,293
59
$974K 0.47%
16,070
+339
60
$966K 0.46%
6,478
+60
61
$965K 0.46%
16,445
-1,671
62
$944K 0.45%
+43,412
63
$927K 0.45%
5,636
-283
64
$903K 0.43%
16,149
+2,468
65
$898K 0.43%
7,944
+653
66
$897K 0.43%
5,570
+400
67
$896K 0.43%
53,160
-2,000
68
$888K 0.43%
19,200
+1,587
69
$875K 0.42%
7,856
-471
70
$864K 0.42%
11,003
-210
71
$844K 0.41%
18,902
+8,927
72
$821K 0.4%
16,366
-1,478
73
$816K 0.39%
2,192
+70
74
$810K 0.39%
44,750
+3,250
75
$810K 0.39%
16,264
1 2
3
4 5