TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$4.97M
3
+$3.33M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.23M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.78M

Top Sells

1
+$1.95M
2
+$1.8M
3
+$498K
4
RTN
Raytheon Company
RTN
+$487K
5
WPC icon
W.P. Carey
WPC
+$366K

Sector Composition

1 Technology 12.01%
2 Healthcare 11.63%
3 Financials 4.1%
4 Consumer Discretionary 3.72%
5 Communication Services 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$290K 0.27%
1,687
-185
102
$288K 0.26%
7,949
-659
103
$283K 0.26%
7,860
104
$272K 0.25%
+3,874
105
$262K 0.24%
+1,885
106
$248K 0.23%
+1,241
107
$248K 0.23%
+1,845
108
$247K 0.23%
+2,978
109
$236K 0.22%
+11,500
110
$235K 0.22%
2,206
-215
111
$230K 0.21%
+1,604
112
$229K 0.21%
1,409
+1
113
$225K 0.21%
4,634
-40,264
114
$224K 0.21%
+1,038
115
$223K 0.2%
8,650
-6,800
116
$216K 0.2%
+597
117
$210K 0.19%
+1,500
118
$205K 0.19%
+4,055
119
$205K 0.19%
+1,179
120
$205K 0.19%
+3,020
121
$201K 0.18%
+3,818
122
$177K 0.16%
10,913
+480
123
$148K 0.14%
11,582
-752
124
$144K 0.13%
13,900
-3,300
125
$84K 0.08%
30
+1
2 3 4
5
6