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
776
$2K ﹤0.01%
+103
777
$2K ﹤0.01%
+105
778
$2K ﹤0.01%
+56
779
$2K ﹤0.01%
+26
780
$2K ﹤0.01%
+49
781
$2K ﹤0.01%
+13
782
$2K ﹤0.01%
+45
783
$2K ﹤0.01%
+18
784
$2K ﹤0.01%
+100
785
$2K ﹤0.01%
+145
786
$2K ﹤0.01%
+25
787
$2K ﹤0.01%
+900
788
$2K ﹤0.01%
+37
789
$2K ﹤0.01%
+36
790
$2K ﹤0.01%
+90
791
$2K ﹤0.01%
+100
792
$2K ﹤0.01%
+35
793
$2K ﹤0.01%
+75
794
$2K ﹤0.01%
+75
795
$2K ﹤0.01%
+27
796
$1K ﹤0.01%
+15
797
$1K ﹤0.01%
+10
798
$1K ﹤0.01%
+25
799
$1K ﹤0.01%
+30
800
$1K ﹤0.01%
+4
30 31
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