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
$196M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$3.63M
3
+$2.08M
4
WBA
Walgreens Boots Alliance
WBA
+$1.85M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$1.72M

Top Sells

1
+$3.7M
2
+$3.69M
3
+$2.15M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.57M
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$1.48M

Sector Composition

1 Healthcare 10.59%
2 Technology 9.42%
3 Financials 6.81%
4 Consumer Discretionary 5.98%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$687K 0.35%
4,345
-239
77
$660K 0.34%
15,905
+4,453
78
$649K 0.33%
31,205
+21,289
79
$649K 0.33%
+21,700
80
$648K 0.33%
64,546
+934
81
$639K 0.33%
3,077
+338
82
$630K 0.32%
3,510
+498
83
$626K 0.32%
8,700
84
$601K 0.31%
12,720
+1,446
85
$596K 0.3%
3,420
+457
86
$583K 0.3%
1,678
+29
87
$577K 0.29%
3,805
+181
88
$565K 0.29%
4,685
+646
89
$563K 0.29%
+7,183
90
$554K 0.28%
5,655
+100
91
$554K 0.28%
8,756
+523
92
$550K 0.28%
5,845
+65
93
$544K 0.28%
20,754
+3,826
94
$535K 0.27%
22,166
+700
95
$535K 0.27%
3,160
96
$527K 0.27%
+8,597
97
$522K 0.27%
3,005
+1,545
98
$511K 0.26%
50,521
+28,194
99
$510K 0.26%
+5,348
100
$497K 0.25%
5,040
+1,980
2 3
4
5 6