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
$306M
AUM Growth
-$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Sells

1 +$206K
2 +$79.1K
3 +$77.9K
4
CGUS icon
Capital Group Core Equity ETF
CGUS
+$76.9K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$73.3K

Sector Composition

1 Technology 9.58%
2 Financials 6.24%
3 Consumer Discretionary 3.67%
4 Healthcare 3.22%
5 Industrials 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DXJ icon
101
WisdomTree Japan Hedged Equity Fund
DXJ
$3.99B
$808K 0.26%
7,323
IVW icon
102
iShares S&P 500 Growth ETF
IVW
$66.4B
$806K 0.26%
7,934
VRT icon
103
Vertiv
VRT
$67.1B
$800K 0.26%
7,042
SMMU icon
104
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$956M
$798K 0.26%
16,015
INTC icon
105
Intel
INTC
$181B
$787K 0.26%
39,263
XOM icon
106
Exxon Mobil
XOM
$480B
$764K 0.25%
7,103
TSLA icon
107
Tesla
TSLA
$1.49T
$752K 0.25%
1,862
GLD icon
108
SPDR Gold Trust
GLD
$140B
$720K 0.24%
2,975
LLY icon
109
Eli Lilly
LLY
$725B
$720K 0.24%
933
ORCL icon
110
Oracle
ORCL
$790B
$718K 0.23%
4,309
QTEC icon
111
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.96B
$716K 0.23%
3,803
ITB icon
112
iShares US Home Construction ETF
ITB
$3.16B
$716K 0.23%
6,924
EXI icon
113
iShares Global Industrials ETF
EXI
$1.05B
$716K 0.23%
5,068
NTRS icon
114
Northern Trust
NTRS
$24.6B
$702K 0.23%
6,850
LVHI icon
115
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.24B
$692K 0.23%
22,683
DFAX icon
116
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.66B
$692K 0.23%
27,843
SCHO icon
117
Schwab Short-Term US Treasury ETF
SCHO
$11.3B
$687K 0.22%
28,546
DFAE icon
118
Dimensional Emerging Core Equity Market ETF
DFAE
$7.05B
$675K 0.22%
26,610
ANSS
119
DELISTED
Ansys
ANSS
$669K 0.22%
1,982
STT icon
120
State Street
STT
$32.5B
$650K 0.21%
6,627
LAKE icon
121
Lakeland Industries
LAKE
$154M
$650K 0.21%
25,440
USB icon
122
US Bancorp
USB
$73.3B
$645K 0.21%
13,488
JNJ icon
123
Johnson & Johnson
JNJ
$467B
$638K 0.21%
4,414
KNG icon
124
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.69B
$618K 0.2%
12,300
C icon
125
Citigroup
C
$178B
$615K 0.2%
8,731