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
$174M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.45M
3
+$1.19M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.04M
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$1.04M

Top Sells

1
+$3.67M
2
+$2.61M
3
+$1.24M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$989K
5
SPT icon
Sprout Social
SPT
+$801K

Sector Composition

1 Healthcare 10.82%
2 Technology 10.47%
3 Consumer Discretionary 5.46%
4 Financials 5.32%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$557K 0.32%
+10,722
77
$557K 0.32%
4,175
+40
78
$533K 0.31%
7,686
+3,081
79
$531K 0.31%
4,661
-253
80
$529K 0.3%
+10,530
81
$529K 0.3%
2,670
82
$520K 0.3%
1,810
83
$516K 0.3%
4,298
-3,769
84
$516K 0.3%
9,378
+384
85
$515K 0.3%
+6,053
86
$511K 0.29%
+3,178
87
$499K 0.29%
2,358
+235
88
$498K 0.29%
2,223
+68
89
$489K 0.28%
2,082
+3
90
$473K 0.27%
3,805
-80
91
$471K 0.27%
35,280
+1,360
92
$467K 0.27%
11,480
+6,050
93
$463K 0.27%
4,270
94
$462K 0.27%
6,136
+500
95
$457K 0.26%
4,932
96
$452K 0.26%
9,972
97
$448K 0.26%
+8,565
98
$444K 0.26%
4,055
-200
99
$435K 0.25%
4,573
+33
100
$435K 0.25%
7,540
-995
2 3
4
5 6