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
$109M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$4.97M
3
+$3.33M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.23M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.78M

Top Sells

1
+$1.95M
2
+$1.8M
3
+$498K
4
RTN
Raytheon Company
RTN
+$487K
5
WPC icon
W.P. Carey
WPC
+$366K

Sector Composition

1 Technology 12.01%
2 Healthcare 11.63%
3 Financials 4.1%
4 Consumer Discretionary 3.72%
5 Communication Services 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$398K 0.37%
2,061
+207
77
$398K 0.37%
2,127
+2
78
$397K 0.36%
+10,187
79
$394K 0.36%
41,480
+640
80
$392K 0.36%
3,210
81
$384K 0.35%
1,751
-60
82
$377K 0.35%
+13,773
83
$372K 0.34%
2,016
+338
84
$368K 0.34%
6,032
-2,400
85
$368K 0.34%
4,540
-150
86
$365K 0.34%
2,180
+121
87
$364K 0.33%
22,316
+800
88
$356K 0.33%
+14,917
89
$350K 0.32%
+8,475
90
$344K 0.32%
5,105
-250
91
$342K 0.31%
5,962
-39
92
$342K 0.31%
7,700
+200
93
$325K 0.3%
6,345
+20
94
$312K 0.29%
5,310
-300
95
$302K 0.28%
7,198
-1,305
96
$299K 0.27%
3,477
+100
97
$296K 0.27%
4,020
98
$295K 0.27%
+952
99
$294K 0.27%
1,545
+115
100
$290K 0.27%
7,725
-8,517
2 3
4
5 6