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
$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
801
$1K ﹤0.01%
+10
802
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+25
803
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+30
804
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805
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806
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+10
807
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+90
808
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+20
810
$1K ﹤0.01%
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811
$1K ﹤0.01%
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812
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+4
813
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814
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815
$1K ﹤0.01%
+20
816
$1K ﹤0.01%
+30
817
$0 ﹤0.01%
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818
$0 ﹤0.01%
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819
$0 ﹤0.01%
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820
$0 ﹤0.01%
+9
821
– –
-12,514
822
– –
-6,075
823
– –
-5,531
824
$0 ﹤0.01%
+4
825
$0 ﹤0.01%
+1
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