TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.4M
3
+$3.41M
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$3.12M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.05M

Top Sells

1
+$3.77M
2
+$3.01M
3
+$2.33M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.6M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.58M

Sector Composition

1 Technology 9.24%
2 Financials 5.66%
3 Consumer Discretionary 3.55%
4 Communication Services 3.08%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.8M 0.52%
17,591
+8,133
52
$1.77M 0.51%
38,973
+3,047
53
$1.72M 0.49%
41,529
+9,661
54
$1.72M 0.49%
5,415
+3,553
55
$1.68M 0.48%
38,894
-3,052
56
$1.68M 0.48%
29,443
-138
57
$1.65M 0.47%
4,257
-116
58
$1.64M 0.47%
71,749
+2,512
59
$1.62M 0.46%
28,580
-21
60
$1.53M 0.44%
8,390
-7,064
61
$1.5M 0.43%
+31,182
62
$1.49M 0.43%
50,783
+16,519
63
$1.41M 0.4%
+9,831
64
$1.41M 0.4%
67,443
-35,332
65
$1.41M 0.4%
47,965
+20,122
66
$1.39M 0.4%
43,621
-1,293
67
$1.37M 0.39%
10,810
-160
68
$1.36M 0.39%
6,297
-7,970
69
$1.35M 0.39%
4,197
+2,558
70
$1.35M 0.39%
1,832
+2
71
$1.34M 0.38%
22,670
+7,888
72
$1.31M 0.38%
62,600
-3,219
73
$1.31M 0.37%
4,508
+365
74
$1.3M 0.37%
15,872
+446
75
$1.27M 0.36%
12,653
-6,195
1 2
3
4 5