TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.4M
3
+$3.41M
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$3.12M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.05M

Top Sells

1
+$3.77M
2
+$3.01M
3
+$2.33M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.6M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.58M

Sector Composition

1 Technology 9.24%
2 Financials 5.66%
3 Consumer Discretionary 3.55%
4 Communication Services 3.08%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.25M 0.36%
6,744
+734
77
$1.23M 0.35%
24,882
+5,157
78
$1.2M 0.34%
22,036
+5,803
79
$1.2M 0.34%
5,023
-2,610
80
$1.15M 0.33%
25,491
+12,003
81
$1.13M 0.32%
11,212
-891
82
$1.1M 0.31%
13,498
+1,312
83
$1.1M 0.31%
40,416
+1,437
84
$1.06M 0.3%
21,039
-3,882
85
$1.04M 0.3%
5,182
+6
86
$1.04M 0.3%
1,255
+228
87
$1.04M 0.3%
95,571
+7,515
88
$1.03M 0.3%
+24,360
89
$1.02M 0.29%
12,908
-2,512
90
$1.02M 0.29%
2,170
+195
91
$1.01M 0.29%
45,177
+5,914
92
$1.01M 0.29%
18,348
+517
93
$1.01M 0.29%
16,117
+11,877
94
$991K 0.28%
7,272
-47
95
$962K 0.28%
+65,701
96
$941K 0.27%
3,227
-148
97
$940K 0.27%
1,655
-1,387
98
$935K 0.27%
+5,737
99
$915K 0.26%
18,243
+7,115
100
$898K 0.26%
+56,800
2 3
4
5 6