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
$414M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$4.34M
3
+$3.4M
4
CGSM icon
Capital Group Short Duration Municipal Income ETF
CGSM
+$3.18M
5
FLMI icon
Franklin Dynamic Municipal Bond ETF
FLMI
+$2.07M

Top Sells

1
+$2.19M
2
+$1.82M
3
+$1.49M
4
BUZZ icon
VanEck Social Sentiment ETF
BUZZ
+$1.27M
5
FIIG icon
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
+$1.25M

Sector Composition

1 Technology 8.86%
2 Financials 5.44%
3 Industrials 3.22%
4 Communication Services 3.22%
5 Healthcare 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLK icon
76
State Street Technology Select Sector SPDR ETF
XLK
$88.6B
$1.56M 0.38%
10,804
+88
VIOV icon
77
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.57B
$1.52M 0.37%
15,570
-347
ABBV icon
78
AbbVie
ABBV
$411B
$1.52M 0.37%
6,659
-28
AIRR icon
79
First Trust RBA American Industrial Renaissance ETF
AIRR
$8.36B
$1.45M 0.35%
14,737
+1,928
CEG icon
80
Constellation Energy
CEG
$120B
$1.42M 0.34%
4,028
-536
ADI icon
81
Analog Devices
ADI
$161B
$1.36M 0.33%
5,024
CB icon
82
Chubb
CB
$130B
$1.33M 0.32%
4,247
+48
PRU icon
83
Prudential Financial
PRU
$34.5B
$1.29M 0.31%
11,430
+3,756
IAU icon
84
iShares Gold Trust
IAU
$81.4B
$1.26M 0.3%
15,540
+639
ABVX
85
Abivax
ABVX
$8.91B
$1.25M 0.3%
+9,245
IWM icon
86
iShares Russell 2000 ETF
IWM
$72.7B
$1.24M 0.3%
5,036
+244
OKE icon
87
Oneok
OKE
$53.9B
$1.22M 0.29%
16,575
+439
XLG icon
88
Invesco S&P 500 Top 50 ETF
XLG
$11.4B
$1.2M 0.29%
20,326
+13,112
CGXU icon
89
Capital Group International Focus Equity ETF
CGXU
$4.85B
$1.17M 0.28%
39,749
+282
DES icon
90
WisdomTree US SmallCap Dividend Fund
DES
$1.99B
$1.17M 0.28%
+34,846
CVX icon
91
Chevron
CVX
$376B
$1.16M 0.28%
7,642
-74
LONZ icon
92
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$466M
$1.14M 0.28%
22,748
+6,227
TUSI icon
93
Touchstone Ultra Short Income ETF
TUSI
$357M
$1.11M 0.27%
+43,749
NOBL icon
94
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
$1.1M 0.27%
10,582
-84
META icon
95
Meta Platforms (Facebook)
META
$1.67T
$1.09M 0.26%
1,649
-116
BKLN icon
96
Invesco Senior Loan ETF
BKLN
$6.4B
$1.09M 0.26%
51,839
-13,680
SNPS icon
97
Synopsys
SNPS
$84.7B
$1.09M 0.26%
+2,311
COWZ icon
98
Pacer US Cash Cows 100 ETF
COWZ
$18.7B
$1.08M 0.26%
17,867
-570
AIG icon
99
American International
AIG
$43B
$1.07M 0.26%
12,469
-1
ALL icon
100
Allstate
ALL
$54.9B
$1.06M 0.26%
5,093
-92
2 3
4
5 6