TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $426M
1-Year Est. Return 23.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.2M
3
+$1.46M
4
UPS icon
United Parcel Service
UPS
+$1.13M
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$1.12M

Top Sells

1
+$2.44M
2
+$2.26M
3
+$1.48M
4
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$1.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.32M

Sector Composition

1 Technology 10.55%
2 Financials 5.7%
3 Communication Services 3.92%
4 Industrials 3.21%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.25M 0.33%
59,100
-3,500
77
$1.24M 0.33%
12,809
-689
78
$1.24M 0.33%
12,272
-381
79
$1.23M 0.33%
5,024
+1
80
$1.22M 0.32%
+10,859
81
$1.2M 0.32%
7,716
+5,008
82
$1.19M 0.32%
4,199
-309
83
$1.18M 0.31%
16,136
+264
84
$1.17M 0.31%
+191,420
85
$1.17M 0.31%
39,467
-949
86
$1.16M 0.31%
4,792
-1,505
87
$1.15M 0.31%
95,999
+428
88
$1.13M 0.3%
12,323
+7,357
89
$1.11M 0.3%
5,185
+3
90
$1.1M 0.29%
21,332
-1,092
91
$1.08M 0.29%
14,901
-1,216
92
$1.08M 0.29%
14,688
-12,592
93
$1.07M 0.28%
2,401
-3,014
94
$1.06M 0.28%
21,027
-12
95
$1.06M 0.28%
18,437
+89
96
$1.05M 0.28%
12,523
-385
97
$1.04M 0.28%
5,689
-1,583
98
$1.02M 0.27%
2,156
-14
99
$1.02M 0.27%
3,619
+9
100
$1.02M 0.27%
1,652
+806
2 3
4
5 6