TCWM
Total Clarity Wealth Management Portfolio holdings
AUM
$349M
1-Year Return
13.67%
This Quarter Return
-13.77%
1 Year Return
+13.67%
3 Year Return
+48.16%
5 Year Return
+97.51%
10 Year Return
–
AUM
$64.7M
AUM Growth
-$68.5M
(-51%)
Cap. Flow
-$56.2M
Cap. Flow
% of AUM
-86.75%
Top 10 Holdings %
Top 10 Hldgs %
33.56%
Holding
695
New
3
Increased
51
Reduced
37
Closed
598
Top Buys
| 1 |
Merck
MRK
|
+$1.15M |
| 2 |
International Paper
IP
|
+$1M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$496K |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$400K |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$379K |
Top Sells
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$5.51M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$5.21M |
| 3 |
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
|
+$4.56M |
| 4 |
Invesco S&P MidCap Momentum ETF
XMMO
|
+$3.44M |
| 5 |
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% |
