TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $376M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.51M
3
+$5.21M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$4.56M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Healthcare 7.89%
3 Financials 5.8%
4 Consumer Discretionary 3.75%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$382K 0.29%
+10,435
77
$382K 0.29%
+2,035
78
$367K 0.28%
+4,853
79
$366K 0.27%
+4,690
80
$348K 0.26%
+9,852
81
$345K 0.26%
+5,355
82
$344K 0.26%
+7,093
83
$340K 0.26%
+3,160
84
$336K 0.25%
+1,031
85
$334K 0.25%
+2,976
86
$334K 0.25%
+3,250
87
$331K 0.25%
+7,672
88
$319K 0.24%
+4,020
89
$317K 0.24%
+3,917
90
$313K 0.23%
+2,146
91
$311K 0.23%
+10,800
92
$308K 0.23%
+7,200
93
$303K 0.23%
+6,023
94
$302K 0.23%
+3,270
95
$297K 0.22%
+7,863
96
$296K 0.22%
+1,498
97
$289K 0.22%
+3,455
98
$283K 0.21%
+16,200
99
$282K 0.21%
+1,406
100
$276K 0.21%
+1,797
2 3
4
5 6