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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
$174M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.39M
3
+$1.18M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$1M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$972K

Top Sells

1
+$3.76M
2
+$2.72M
3
+$1.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$970K
5
SPT icon
Sprout Social
SPT
+$869K

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
751
$3K ﹤0.01%
+36
752
– –
0
753
$3K ﹤0.01%
+32
754
$3K ﹤0.01%
+20
755
$3K ﹤0.01%
+25
756
$3K ﹤0.01%
+41
757
$3K ﹤0.01%
+100
758
$3K ﹤0.01%
+54
759
$3K ﹤0.01%
+31
760
$3K ﹤0.01%
+22
761
$3K ﹤0.01%
+56
762
$3K ﹤0.01%
+15
763
$3K ﹤0.01%
+50
764
$3K ﹤0.01%
+46
765
$3K ﹤0.01%
+100
766
$3K ﹤0.01%
+50
767
$3K ﹤0.01%
+250
768
$3K ﹤0.01%
+28
769
$3K ﹤0.01%
+400
770
$2K ﹤0.01%
+300
771
$2K ﹤0.01%
+60
772
$2K ﹤0.01%
+103
773
$2K ﹤0.01%
+105
774
$2K ﹤0.01%
+90
775
$2K ﹤0.01%
+100
29 30
31
32 33