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
$288M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.67M
3
+$1.7M
4
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$1.44M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.31M

Top Sells

1
+$1.88M
2
+$1.79M
3
+$1.36M
4
APD icon
Air Products & Chemicals
APD
+$1.36M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.2M

Sector Composition

1 Technology 11.12%
2 Financials 6.55%
3 Healthcare 5.41%
4 Consumer Discretionary 5.14%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.09M 0.38%
5,942
+95
77
$1.09M 0.38%
2,164
+120
78
$1.09M 0.38%
82,070
+30,479
79
$1.07M 0.37%
5,888
+476
80
$1.07M 0.37%
3,788
-200
81
$1.06M 0.37%
11,548
-211
82
$1.05M 0.37%
11,211
+8,816
83
$1.03M 0.36%
56,673
+32,211
84
$1.03M 0.36%
+7,801
85
$1.01M 0.35%
20,219
86
$1.01M 0.35%
24,737
+7,403
87
$1.01M 0.35%
2,178
+30
88
$989K 0.34%
+96,680
89
$986K 0.34%
4,732
+166
90
$941K 0.33%
21,305
+15,770
91
$894K 0.31%
15,381
+816
92
$886K 0.31%
55,717
+38,463
93
$883K 0.31%
8,740
-1,060
94
$865K 0.3%
5,309
+989
95
$858K 0.3%
48,747
+3,199
96
$827K 0.29%
2,155
+41
97
$825K 0.29%
1,714
+16
98
$821K 0.29%
5,757
+392
99
$817K 0.28%
3,884
+223
100
$810K 0.28%
1,667
+981
2 3
4
5 6