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
+$585K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$3.67M
3
+$2.16M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.09M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.64M

Top Sells

1
+$4.47M
2
+$3.54M
3
+$1.72M
4
MDLZ icon
Mondelez International
MDLZ
+$1.45M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.4M

Sector Composition

1 Technology 10.4%
2 Financials 6.01%
3 Healthcare 3.72%
4 Consumer Discretionary 3.57%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$748K 0.26%
23,425
+7,771
102
$740K 0.26%
9,030
+290
103
$740K 0.26%
4,634
+270
104
$732K 0.25%
14,480
+1,488
105
$725K 0.25%
16,569
-10,903
106
$706K 0.25%
1,601
-113
107
$686K 0.24%
10,134
+2,453
108
$685K 0.24%
26,023
-5,024
109
$683K 0.24%
22,053
+748
110
$681K 0.24%
2,530
-600
111
$678K 0.24%
26,218
+256
112
$666K 0.23%
3,945
113
$644K 0.22%
4,017
-1,292
114
$644K 0.22%
25,317
+87
115
$634K 0.22%
12,565
+4,704
116
$622K 0.22%
14,353
+3,051
117
$612K 0.21%
2,845
-510
118
$597K 0.21%
+26,040
119
$593K 0.21%
30,870
-940
120
$592K 0.21%
2,760
-66
121
$585K 0.2%
1,249
-78
122
$555K 0.19%
13,687
-427
123
$553K 0.19%
2,172
-52
124
$552K 0.19%
649
+67
125
$546K 0.19%
8,597
+4,915
3 4
5
6 7