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
$64.7M
AUM Growth
-$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1M
3
+$496K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$400K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$379K

Top Sells

1
+$5.51M
2
+$5.21M
3
+$4.56M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$3.44M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.89M

Sector Composition

1 Healthcare 14.47%
2 Technology 10.92%
3 Financials 5.9%
4 Consumer Discretionary 4.84%
5 Real Estate 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$277K 0.43%
1,678
+180
77
$274K 0.42%
3,377
-78
78
$269K 0.42%
7,860
-550
79
$269K 0.42%
40,840
+1,720
80
$265K 0.41%
1,872
-495
81
$262K 0.4%
8,503
+200
82
$260K 0.4%
8,608
+745
83
$260K 0.4%
2,935
+316
84
$254K 0.39%
6,325
+675
85
$252K 0.39%
4,020
86
$244K 0.38%
1,408
+2
87
$224K 0.35%
2,169
-1,167
88
$216K 0.33%
1,430
-115
89
$204K 0.32%
2,421
+1,018
90
$200K 0.31%
7,606
-443
91
$180K 0.28%
17,200
+1,000
92
$151K 0.23%
10,433
-1,129
93
$136K 0.21%
15,700
-1,500
94
$128K 0.2%
12,334
+50
95
$97K 0.15%
13,227
+1,500
96
$76K 0.12%
29
+13
97
– –
-212
98
– –
-5
99
– –
-1,735
100
– –
-47
2 3
4
5 6