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
+$585K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$3.67M
3
+$2.16M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.09M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.64M

Top Sells

1
+$4.47M
2
+$3.54M
3
+$1.72M
4
MDLZ icon
Mondelez International
MDLZ
+$1.45M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.4M

Sector Composition

1 Technology 10.4%
2 Financials 6.01%
3 Healthcare 3.72%
4 Consumer Discretionary 3.57%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.57M 0.54%
59,675
+980
52
$1.52M 0.53%
3,048
+166
53
$1.49M 0.52%
75,088
-7,488
54
$1.47M 0.51%
+51,306
55
$1.42M 0.49%
70,736
-223,109
56
$1.41M 0.49%
4,227
-249
57
$1.4M 0.48%
+28,513
58
$1.28M 0.44%
11,355
-697
59
$1.27M 0.44%
35,668
-8,396
60
$1.25M 0.44%
15,387
-597
61
$1.25M 0.43%
128,488
+38,290
62
$1.24M 0.43%
59,010
+7,250
63
$1.24M 0.43%
10,731
-879
64
$1.23M 0.43%
55,848
+530
65
$1.21M 0.42%
21,404
-910
66
$1.18M 0.41%
5,201
+469
67
$1.14M 0.39%
+26,824
68
$1.08M 0.38%
10,704
-565
69
$1.08M 0.38%
11,244
-1,634
70
$1.08M 0.37%
36,303
+21,208
71
$1.06M 0.37%
7,879
-697
72
$1.05M 0.37%
21,150
-3,199
73
$1.05M 0.36%
49,248
-1,850
74
$1.05M 0.36%
11,128
+6,591
75
$1.03M 0.36%
40,042
-3,180
1 2
3
4 5