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
$288M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.67M
3
+$1.7M
4
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$1.44M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.31M

Top Sells

1
+$1.88M
2
+$1.79M
3
+$1.36M
4
APD icon
Air Products & Chemicals
APD
+$1.36M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.2M

Sector Composition

1 Technology 11.12%
2 Financials 6.55%
3 Healthcare 5.41%
4 Consumer Discretionary 5.14%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.5%
20,707
-1,174
52
$1.4M 0.49%
27,657
+35
53
$1.39M 0.48%
2,882
+411
54
$1.37M 0.48%
47,528
+367
55
$1.35M 0.47%
11,610
+205
56
$1.34M 0.47%
45,950
+2,344
57
$1.31M 0.45%
+12,052
58
$1.31M 0.45%
12,878
-10,694
59
$1.3M 0.45%
11,269
-216
60
$1.29M 0.45%
+15,781
61
$1.29M 0.45%
22,314
-6,806
62
$1.28M 0.45%
15,984
+103
63
$1.28M 0.44%
90,198
+73,005
64
$1.24M 0.43%
55,318
+1,781
65
$1.22M 0.42%
24,349
+5,653
66
$1.21M 0.42%
51,760
67
$1.2M 0.42%
8,576
+354
68
$1.18M 0.41%
49,060
-1,698
69
$1.18M 0.41%
2,680
+60
70
$1.18M 0.41%
11,866
-8,774
71
$1.15M 0.4%
27,472
+11,681
72
$1.11M 0.39%
5,847
-1,885
73
$1.11M 0.39%
43,222
-44
74
$1.1M 0.38%
2,228
-247
75
$1.1M 0.38%
51,098
+2,100
1 2
3
4 5