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
$201M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.11M
3
+$2.74M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.37M
5
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$2.06M

Top Sells

1
+$6.56M
2
+$6.33M
3
+$2.78M
4
FHN icon
First Horizon
FHN
+$2.14M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$2M

Sector Composition

1 Technology 12.85%
2 Healthcare 8.1%
3 Financials 4.59%
4 Consumer Discretionary 4.43%
5 Consumer Staples 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$778K 0.39%
48,751
+12,438
77
$756K 0.38%
2,433
+14
78
$725K 0.36%
20,503
-95
79
$700K 0.35%
13,525
+4,947
80
$688K 0.34%
1,749
+100
81
$673K 0.33%
20,032
+199
82
$671K 0.33%
3,280
-100
83
$653K 0.32%
19,761
-422
84
$646K 0.32%
3,448
+25
85
$637K 0.32%
11,521
+445
86
$609K 0.3%
34,168
+582
87
$600K 0.3%
4,074
-98
88
$596K 0.3%
7,337
+11
89
$592K 0.29%
6,521
-9
90
$588K 0.29%
1,254
+217
91
$562K 0.28%
3,775
-89
92
$558K 0.28%
10,315
+901
93
$557K 0.28%
15,295
-3,514
94
$549K 0.27%
20,350
-200
95
$543K 0.27%
41,500
-2,600
96
$531K 0.26%
2,027
+444
97
$507K 0.25%
15,264
-656
98
$502K 0.25%
4,434
-480
99
$499K 0.25%
12,258
-8,061
100
$497K 0.25%
10,389
+3,347
2 3
4
5 6