TCWM
Total Clarity Wealth Management Portfolio holdings
AUM
$349M
1-Year Return
13.67%
This Quarter Return
-13.77%
1 Year Return
+13.67%
3 Year Return
+48.16%
5 Year Return
+97.51%
10 Year Return
–
AUM
$64.7M
AUM Growth
-$68.5M
(-51%)
Cap. Flow
-$56.2M
Cap. Flow
% of AUM
-86.75%
Top 10 Holdings %
Top 10 Hldgs %
33.56%
Holding
695
New
3
Increased
51
Reduced
37
Closed
598
Top Buys
| 1 |
Merck
MRK
|
$1.15M |
| 2 |
International Paper
IP
|
$1M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$496K |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$400K |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$379K |
Top Sells
Sector Composition
| 1 | Healthcare | 14.47% |
| 2 | Technology | 10.92% |
| 3 | Financials | 5.9% |
| 4 | Consumer Discretionary | 4.84% |
| 5 | Real Estate | 2.99% |
