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
$196M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$3.63M
3
+$2.08M
4
WBA
Walgreens Boots Alliance
WBA
+$1.85M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$1.72M

Top Sells

1
+$3.7M
2
+$3.69M
3
+$2.15M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.57M
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$1.48M

Sector Composition

1 Healthcare 10.59%
2 Technology 9.42%
3 Financials 6.81%
4 Consumer Discretionary 5.98%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$495K 0.25%
30,746
+1,386
102
$494K 0.25%
5,647
+2,573
103
$489K 0.25%
29,497
+4,514
104
$474K 0.24%
9,111
-3,667
105
$472K 0.24%
3,476
+932
106
$467K 0.24%
10,148
+344
107
$455K 0.23%
2,867
+28
108
$455K 0.23%
11,965
+341
109
$455K 0.23%
9,280
+425
110
$453K 0.23%
5,333
111
$449K 0.23%
7,718
-332
112
$448K 0.23%
7,735
-400
113
$444K 0.23%
1,215
+25
114
$443K 0.23%
4,208
-209
115
$437K 0.22%
+11,295
116
$426K 0.22%
3,210
-338
117
$419K 0.21%
+7,144
118
$413K 0.21%
+4,009
119
$412K 0.21%
747
-5
120
$405K 0.21%
4,995
-2,982
121
$405K 0.21%
42,734
+20,310
122
$404K 0.21%
4,130
-232
123
$403K 0.21%
8,061
-300
124
$403K 0.21%
11,722
+479
125
$399K 0.2%
2,938
-50
3 4
5
6 7