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
$174M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.45M
3
+$1.19M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.04M
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$1.04M

Top Sells

1
+$3.67M
2
+$2.61M
3
+$1.24M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$989K
5
SPT icon
Sprout Social
SPT
+$801K

Sector Composition

1 Healthcare 10.82%
2 Technology 10.47%
3 Consumer Discretionary 5.46%
4 Financials 5.32%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$430K 0.25%
12,725
+575
102
$425K 0.24%
3,058
103
$420K 0.24%
+4,965
104
$415K 0.24%
6,984
+2,238
105
$412K 0.24%
3,615
+1,100
106
$401K 0.23%
2,383
-1,070
107
$398K 0.23%
4,429
+201
108
$396K 0.23%
+10,854
109
$386K 0.22%
7,293
+465
110
$380K 0.22%
4,120
-150
111
$378K 0.22%
1,687
112
$376K 0.22%
3,189
+573
113
$358K 0.21%
1,619
114
$356K 0.2%
16,316
-800
115
$350K 0.2%
2,599
+102
116
$349K 0.2%
+8,395
117
$348K 0.2%
6,890
+675
118
$345K 0.2%
6,665
+450
119
$343K 0.2%
+928
120
$341K 0.2%
2,535
+200
121
$339K 0.19%
+25,411
122
$338K 0.19%
1,670
+70
123
$338K 0.19%
4,626
+670
124
$337K 0.19%
5,835
-13,865
125
$336K 0.19%
1,819
+226
3 4
5
6 7