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
+$585K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$3.67M
3
+$2.16M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.09M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.64M

Top Sells

1
+$4.47M
2
+$3.54M
3
+$1.72M
4
MDLZ icon
Mondelez International
MDLZ
+$1.45M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.4M

Sector Composition

1 Technology 10.4%
2 Financials 6.01%
3 Healthcare 3.72%
4 Consumer Discretionary 3.57%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.35%
5,923
+35
77
$1.01M 0.35%
20,219
78
$1.01M 0.35%
3,489
-299
79
$992K 0.34%
+3,890
80
$980K 0.34%
10,718
+3,998
81
$951K 0.33%
1,867
-361
82
$932K 0.32%
1,030
+26
83
$913K 0.32%
21,658
+10,941
84
$910K 0.32%
39,450
-6,500
85
$905K 0.31%
72,183
-9,887
86
$899K 0.31%
126,584
+46,218
87
$874K 0.3%
80,950
-15,730
88
$872K 0.3%
1,988
-190
89
$857K 0.3%
4,342
-1,505
90
$856K 0.3%
1,697
+30
91
$850K 0.29%
9,696
-1,016
92
$837K 0.29%
15,367
-14
93
$834K 0.29%
34,666
-14,394
94
$832K 0.29%
21,416
+7,575
95
$826K 0.29%
26,756
+7,609
96
$791K 0.27%
3,899
+15
97
$782K 0.27%
+15,925
98
$782K 0.27%
8,446
+2
99
$750K 0.26%
2,180
+25
100
$750K 0.26%
7,733
+4,370
2 3
4
5 6