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
$349M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.47M
3
+$3.61M
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$3.41M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.1M

Top Sells

1
+$3.77M
2
+$3.01M
3
+$2.34M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.72M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$1.59M

Sector Composition

1 Technology 9.24%
2 Financials 5.66%
3 Consumer Discretionary 3.55%
4 Communication Services 3.08%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
76
AbbVie
ABBV
$410B
$1.25M 0.36%
6,744
+734
EQAL icon
77
Invesco Russell 1000 Equal Weight ETF
EQAL
$695M
$1.23M 0.35%
24,882
+5,157
SPMD icon
78
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.5B
$1.2M 0.34%
22,036
+5,803
ADI icon
79
Analog Devices
ADI
$121B
$1.2M 0.34%
5,023
-2,610
USB icon
80
US Bancorp
USB
$73.3B
$1.15M 0.33%
25,491
+12,003
NOBL icon
81
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$1.13M 0.32%
11,212
-891
AIRR icon
82
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.59B
$1.1M 0.31%
13,498
+1,312
CGXU icon
83
Capital Group International Focus Equity ETF
CGXU
$4.3B
$1.1M 0.31%
40,416
+1,437
MEAR icon
84
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.25B
$1.06M 0.3%
21,039
-3,882
ALL icon
85
Allstate
ALL
$51.1B
$1.04M 0.3%
5,182
+6
AXON icon
86
Axon Enterprise
AXON
$53.6B
$1.04M 0.3%
1,255
+228
F icon
87
Ford
F
$47.7B
$1.04M 0.3%
95,571
+7,515
SPYD icon
88
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.31B
$1.03M 0.3%
+24,360
MRK icon
89
Merck
MRK
$216B
$1.02M 0.29%
12,908
-2,512
LIN icon
90
Linde
LIN
$212B
$1.02M 0.29%
2,170
+195
INTC icon
91
Intel
INTC
$181B
$1.01M 0.29%
45,177
+5,914
COWZ icon
92
Pacer US Cash Cows 100 ETF
COWZ
$19.3B
$1.01M 0.29%
18,348
+517
IAU icon
93
iShares Gold Trust
IAU
$66.6B
$1.01M 0.29%
16,117
+11,877
PLTR icon
94
Palantir
PLTR
$431B
$991K 0.28%
7,272
-47
QBTS icon
95
D-Wave Quantum
QBTS
$11.8B
$962K 0.28%
+65,701
GD icon
96
General Dynamics
GD
$90.7B
$941K 0.27%
3,227
-148
VOO icon
97
Vanguard S&P 500 ETF
VOO
$765B
$940K 0.27%
1,655
-1,387
CRWV
98
CoreWeave Inc
CRWV
$62.9B
$935K 0.27%
+5,737
GSY icon
99
Invesco Ultra Short Duration ETF
GSY
$2.92B
$915K 0.26%
18,243
+7,115
MDIV icon
100
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$418M
$898K 0.26%
+56,800
2 3
4
5 6