TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $376M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.51M
3
+$5.21M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$4.56M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Healthcare 7.89%
3 Financials 5.8%
4 Consumer Discretionary 3.75%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$271K 0.2%
+2,250
102
$267K 0.2%
+2,619
103
$262K 0.2%
+8,049
104
$261K 0.2%
+1,550
105
$257K 0.19%
+5,645
106
$251K 0.19%
+7,093
107
$247K 0.19%
+933
108
$247K 0.19%
+5,560
109
$241K 0.18%
+1,545
110
$238K 0.18%
+556
111
$238K 0.18%
+1,453
112
$234K 0.18%
+11,562
113
$230K 0.17%
+39,120
114
$230K 0.17%
+2,478
115
$226K 0.17%
+1,275
116
$219K 0.16%
+10,400
117
$216K 0.16%
+1,900
118
$216K 0.16%
+5,650
119
$213K 0.16%
+12,284
120
$203K 0.15%
+2,163
121
$198K 0.15%
+2,175
122
$198K 0.15%
+17,200
123
$196K 0.15%
+5,556
124
$194K 0.15%
+9,500
125
$187K 0.14%
+479
3 4
5
6 7