TCWM
Total Clarity Wealth Management Portfolio holdings
AUM $349M
1-Year Return
13.67%
This Quarter Return
+24.94%
1 Year Return
+13.67%
3 Year Return
+48.16%
5 Year Return
+97.51%
10 Year Return
–
AUM
$109M
AUM Growth
+$44.2M
(+68%)
Cap. Flow
+$34.4M
Cap. Flow
% of AUM
31.56%
Top 10 Holdings %
Top 10 Hldgs %
32.69%
Holding
132
New
36
Increased
44
Reduced
38
Closed
7
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$6.95M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$4.97M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
+$3.33M |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$3.24M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$2.78M |
Top Sells
| 1 |
ProShares Russell 2000 Dividend Growers ETF
SMDV
|
+$1.95M |
| 2 |
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
|
+$1.8M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$498K |
| 4 |
RTN
Raytheon Company
RTN
|
+$487K |
| 5 |
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% |
