TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $426M
1-Year Est. Return 23.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.2M
3
+$1.46M
4
UPS icon
United Parcel Service
UPS
+$1.13M
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$1.12M

Top Sells

1
+$2.44M
2
+$2.26M
3
+$1.48M
4
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$1.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.32M

Sector Composition

1 Technology 10.55%
2 Financials 5.7%
3 Communication Services 3.92%
4 Industrials 3.21%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.18M 0.58%
76,900
-2
52
$2.09M 0.56%
43,405
+12,223
53
$2.07M 0.55%
4,338
+81
54
$1.95M 0.52%
38,577
-396
55
$1.93M 0.51%
44,987
-443
56
$1.87M 0.5%
38,723
+13,232
57
$1.82M 0.48%
40,518
-1,011
58
$1.79M 0.48%
29,268
+688
59
$1.76M 0.47%
109,460
+52,660
60
$1.73M 0.46%
28,909
-534
61
$1.65M 0.44%
55,473
+4,690
62
$1.6M 0.42%
69,318
-2,431
63
$1.55M 0.41%
45,338
+1,717
64
$1.55M 0.41%
6,687
-57
65
$1.55M 0.41%
24,396
+1,726
66
$1.54M 0.41%
49,133
+1,168
67
$1.52M 0.4%
15,917
-6,473
68
$1.51M 0.4%
10,716
-94
69
$1.5M 0.4%
4,564
+367
70
$1.49M 0.4%
5,298
+3,664
71
$1.46M 0.39%
7,532
-858
72
$1.37M 0.36%
65,519
-1,924
73
$1.35M 0.36%
23,576
+1,540
74
$1.3M 0.34%
1,765
-67
75
$1.27M 0.34%
35,393
+24,317
1 2
3
4 5