TCWM
Total Clarity Wealth Management Portfolio holdings
AUM
$349M
1-Year Return
13.67%
This Quarter Return
-2.1%
1 Year Return
+13.67%
3 Year Return
+48.16%
5 Year Return
+97.51%
10 Year Return
–
AUM
$182M
AUM Growth
-$38M
(-17%)
Cap. Flow
-$30.3M
Cap. Flow
% of AUM
-16.63%
Top 10 Holdings %
Top 10 Hldgs %
22.45%
Holding
1,002
New
18
Increased
113
Reduced
75
Closed
778
Top Buys
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$3.3M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$2.31M |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$2.21M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$1.88M |
| 5 |
CrowdStrike
CRWD
|
$1.59M |
Sector Composition
| 1 | Technology | 14.61% |
| 2 | Healthcare | 10.52% |
| 3 | Financials | 7.77% |
| 4 | Consumer Discretionary | 6.18% |
| 5 | Materials | 4.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1001
Aurinia Pharmaceuticals
AUPH
$1.63B
| – | – |
-8,437
| Closed | -$193K |
|