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
$208M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$3.68M
3
+$2.01M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.67M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.11M

Top Sells

1
+$6.73M
2
+$2.74M
3
+$1.69M
4
ATVI
Activision Blizzard
ATVI
+$1.21M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.13M

Sector Composition

1 Technology 12.03%
2 Healthcare 7.06%
3 Financials 5.26%
4 Consumer Discretionary 5.13%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$804K 0.39%
3,637
-55
77
$793K 0.38%
8,696
+2,175
78
$788K 0.38%
18,735
-780
79
$769K 0.37%
+10,234
80
$747K 0.36%
2,987
+960
81
$734K 0.35%
2,785
-30
82
$733K 0.35%
+8,440
83
$719K 0.35%
2,380
-53
84
$706K 0.34%
4,305
+1,849
85
$705K 0.34%
14,272
+3,883
86
$684K 0.33%
45,521
-3,230
87
$680K 0.33%
4,000
+42
88
$676K 0.33%
1,708
-41
89
$654K 0.32%
4,745
+2,498
90
$646K 0.31%
1,646
+603
91
$635K 0.31%
+24,861
92
$616K 0.3%
5,547
+2,559
93
$616K 0.3%
3,080
-200
94
$609K 0.29%
3,448
95
$607K 0.29%
3,540
+1,654
96
$607K 0.29%
13,203
-14,341
97
$590K 0.28%
4,059
-15
98
$589K 0.28%
16,885
-3,618
99
$570K 0.27%
23,305
-2,680
100
$568K 0.27%
+6,037
2 3
4
5 6