TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.45M
3
+$1.19M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.04M
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$1.04M

Top Sells

1
+$3.67M
2
+$2.61M
3
+$1.24M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$989K
5
SPT icon
Sprout Social
SPT
+$801K

Sector Composition

1 Healthcare 10.82%
2 Technology 10.47%
3 Consumer Discretionary 5.46%
4 Financials 5.32%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$4K ﹤0.01%
+80
727
$4K ﹤0.01%
+653
728
$4K ﹤0.01%
+60
729
$4K ﹤0.01%
+55
730
$4K ﹤0.01%
+440
731
$4K ﹤0.01%
+300
732
$4K ﹤0.01%
+42
733
$4K ﹤0.01%
+175
734
$4K ﹤0.01%
+14
735
$4K ﹤0.01%
+181
736
$4K ﹤0.01%
+68
737
$4K ﹤0.01%
+67
738
$4K ﹤0.01%
+60
739
$4K ﹤0.01%
86
-7,419
740
$4K ﹤0.01%
+125
741
$4K ﹤0.01%
+90
742
$4K ﹤0.01%
+300
743
$4K ﹤0.01%
+600
744
$4K ﹤0.01%
+77
745
$4K ﹤0.01%
+200
746
$3K ﹤0.01%
+110
747
$3K ﹤0.01%
+25
748
$3K ﹤0.01%
+41
749
$3K ﹤0.01%
+100
750
$3K ﹤0.01%
+54
28 29
30
31 32