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
$179M
AUM Growth
+$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.28M
3
+$2.18M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$2.13M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.04M

Top Sells

1
+$3.15M
2
+$2.66M
3
+$2.32M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.01M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.67M

Sector Composition

1 Technology 12.3%
2 Healthcare 10.83%
3 Consumer Discretionary 6.12%
4 Financials 5.16%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$685K 0.38%
59,342
-542
77
$680K 0.38%
2,353
+246
78
$671K 0.37%
3,082
+378
79
$668K 0.37%
11,094
+1,716
80
$667K 0.37%
15,277
+6,882
81
$663K 0.37%
13,101
+6,117
82
$658K 0.37%
16,813
+602
83
$658K 0.37%
5,844
+247
84
$658K 0.37%
57,648
+52,983
85
$626K 0.35%
32,452
+21,818
86
$622K 0.35%
17,125
+6,271
87
$618K 0.34%
3,886
-285
88
$616K 0.34%
41,846
89
$615K 0.34%
3,080
90
$593K 0.33%
9,110
-500
91
$576K 0.32%
4,640
-20
92
$576K 0.32%
4,711
+1,522
93
$572K 0.32%
4,175
94
$548K 0.31%
+16,992
95
$548K 0.31%
2,372
+149
96
$547K 0.31%
2,085
+3
97
$545K 0.3%
11,427
+10,244
98
$540K 0.3%
2,309
-49
99
$531K 0.3%
7,405
+3,479
100
$525K 0.29%
6,286
+150
2 3
4
5 6