TCWM
Total Clarity Wealth Management Portfolio holdings
AUM
$349M
1-Year Return
13.67%
This Quarter Return
+7.54%
1 Year Return
+13.67%
3 Year Return
+48.16%
5 Year Return
+97.51%
10 Year Return
–
AUM
$220M
AUM Growth
+$9.85M
(+4.7%)
Cap. Flow
-$1.23M
Cap. Flow
% of AUM
-0.56%
Top 10 Holdings %
Top 10 Hldgs %
20.26%
Holding
1,088
New
109
Increased
274
Reduced
200
Closed
103
Top Buys
Top Sells
| 1 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$3.13M |
| 2 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$2.35M |
| 3 |
ProShares Pet Care ETF
PAWZ
|
$2.24M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$1.36M |
| 5 |
Viatris
VTRS
|
$1.35M |
Sector Composition
| 1 | Technology | 14.82% |
| 2 | Healthcare | 8.99% |
| 3 | Financials | 6.3% |
| 4 | Consumer Discretionary | 5.66% |
| 5 | Real Estate | 3.82% |
