TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $376M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$3.68M
3
+$2.01M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.67M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.11M

Top Sells

1
+$6.73M
2
+$2.74M
3
+$1.69M
4
ATVI
Activision Blizzard
ATVI
+$1.21M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.13M

Sector Composition

1 Technology 12.03%
2 Healthcare 7.06%
3 Financials 5.26%
4 Consumer Discretionary 5.13%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$563K 0.27%
11,412
+2,767
102
$559K 0.27%
1,041
-213
103
$557K 0.27%
32,800
-1,368
104
$539K 0.26%
6,222
+2,030
105
$530K 0.26%
3,962
+187
106
$528K 0.25%
4,929
-300
107
$523K 0.25%
3,606
+1,059
108
$513K 0.25%
20,120
+4,825
109
$504K 0.24%
10,952
+500
110
$491K 0.24%
9,766
-87
111
$483K 0.23%
3,040
112
$480K 0.23%
+17,727
113
$479K 0.23%
3,282
+325
114
$479K 0.23%
4,447
+13
115
$477K 0.23%
15,200
-64
116
$472K 0.23%
2,800
-134
117
$464K 0.22%
5,929
+509
118
$462K 0.22%
5,113
-2,224
119
$456K 0.22%
3,247
+39
120
$453K 0.22%
26,078
+713
121
$450K 0.22%
+36,262
122
$449K 0.22%
1,292
+25
123
$442K 0.21%
+16,109
124
$426K 0.2%
2,767
-70
125
$425K 0.2%
6,246
-1,045
3 4
5
6 7