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
$288M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.67M
3
+$1.7M
4
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$1.44M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.31M

Top Sells

1
+$1.88M
2
+$1.79M
3
+$1.36M
4
APD icon
Air Products & Chemicals
APD
+$1.36M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.2M

Sector Composition

1 Technology 11.12%
2 Financials 6.55%
3 Healthcare 5.41%
4 Consumer Discretionary 5.14%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$796K 0.28%
6,654
-550
102
$781K 0.27%
4,072
-7,085
103
$781K 0.27%
1,004
+73
104
$779K 0.27%
10,717
+6,107
105
$777K 0.27%
10,712
+360
106
$776K 0.27%
3,130
-30
107
$755K 0.26%
4,364
-1,795
108
$748K 0.26%
80,366
+24,426
109
$713K 0.25%
+8,444
110
$711K 0.25%
14,245
-208
111
$698K 0.24%
12,992
+232
112
$691K 0.24%
+3,945
113
$690K 0.24%
3,355
-76
114
$686K 0.24%
25,346
-529
115
$676K 0.23%
+31,047
116
$655K 0.23%
+22,462
117
$648K 0.23%
4,929
118
$642K 0.22%
+25,230
119
$642K 0.22%
25,962
+976
120
$627K 0.22%
2,224
-204
121
$623K 0.22%
+26,648
122
$621K 0.22%
31,810
-352
123
$618K 0.22%
+19,147
124
$618K 0.21%
4,158
-49
125
$615K 0.21%
+77,592
3 4
5
6 7