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
$201M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.11M
3
+$2.74M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.37M
5
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$2.06M

Top Sells

1
+$6.56M
2
+$6.33M
3
+$2.78M
4
FHN icon
First Horizon
FHN
+$2.14M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$2M

Sector Composition

1 Technology 12.85%
2 Healthcare 8.1%
3 Financials 4.59%
4 Consumer Discretionary 4.43%
5 Consumer Staples 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$495K 0.25%
+9,853
102
$495K 0.25%
3,728
+106
103
$490K 0.24%
4,192
+195
104
$490K 0.24%
6,604
-45
105
$486K 0.24%
+5,229
106
$475K 0.24%
+6,865
107
$472K 0.23%
4,327
-9
108
$462K 0.23%
2,934
-67
109
$460K 0.23%
7,291
-270
110
$457K 0.23%
8,645
+1,025
111
$454K 0.23%
5,420
-4,573
112
$452K 0.22%
9,975
+4
113
$450K 0.22%
2,837
-27
114
$449K 0.22%
2,957
+138
115
$446K 0.22%
1,267
+27
116
$445K 0.22%
1,873
+434
117
$437K 0.22%
5,177
+37
118
$432K 0.21%
+10,112
119
$430K 0.21%
3,040
-120
120
$429K 0.21%
3,208
+1,616
121
$427K 0.21%
2,456
+310
122
$426K 0.21%
25,365
+480
123
$425K 0.21%
1,043
-32
124
$423K 0.21%
10,452
-576
125
$423K 0.21%
+11,330
3 4
5
6 7