Total Clarity Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total International Stock ETF
VXUS
|
+$3.42M |
| 2 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$2.9M |
| 3 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
+$2.15M |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.62M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$1.57M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$3.17M |
| 2 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$2.4M |
| 3 |
ProShares Pet Care ETF
PAWZ
|
+$2.25M |
| 4 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$1.37M |
| 5 |
Viatris
VTRS
|
+$1.33M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.82% |
| 2 | Healthcare | 8.97% |
| 3 | Financials | 6.32% |
| 4 | Consumer Discretionary | 5.66% |
| 5 | Real Estate | 3.82% |
Similar funds
Total Clarity Wealth Management's Q4 2021 Portfolio in Review
As of Q4 2021, Total Clarity Wealth Management held 1,091 positions worth $220M, up 4.7% from $210M the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Total Clarity Wealth Management's Q4 2021 filing shows 109 new, 274 increased, 200 reduced and 106 closed positions. Its largest new stake was iShares MSCI Switzerland ETF: 19,707 shares worth $1.04M. The largest sale was Schwab Fundamental International Large Company Index ETF, an estimated $3.17M.
By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 15% a quarter earlier, followed by Healthcare and Financials.
- Total Clarity Wealth Management's largest Q4 2021 buy was iShares MSCI Switzerland ETF: 19,707 shares worth $1.04M.
- Total Clarity Wealth Management added most to Vanguard Total International Stock ETF in Q4 2021, an estimated $3.42M increase.
- Total Clarity Wealth Management's biggest Q4 2021 reduction was Schwab Fundamental International Large Company Index ETF, cutting an estimated $3.17M.
- Total Clarity Wealth Management fully exited Kansas City Southern in Q4 2021, selling an estimated $1.03M.
- Total Clarity Wealth Management's ten largest holdings make up 20% of its $220M portfolio in Q4 2021.
- Total Clarity Wealth Management opened 109 new positions and closed 106 in Q4 2021.
- Total Clarity Wealth Management's portfolio value rose 4.7% quarter-over-quarter to $220M.
Based on Total Clarity Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.