TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.4M
3
+$3.41M
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$3.12M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.05M

Top Sells

1
+$3.77M
2
+$3.01M
3
+$2.33M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.6M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.58M

Sector Composition

1 Technology 9.24%
2 Financials 5.66%
3 Consumer Discretionary 3.55%
4 Communication Services 3.08%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$862K 0.25%
6,440
+2,870
102
$859K 0.25%
+29,421
103
$858K 0.25%
1,527
-135
104
$855K 0.24%
7,764
-170
105
$851K 0.24%
13,594
-831
106
$850K 0.24%
+12,434
107
$849K 0.24%
28,356
+21,306
108
$845K 0.24%
6,582
-460
109
$844K 0.24%
5,959
-1,831
110
$811K 0.23%
15,902
+6,600
111
$802K 0.23%
15,820
+4,631
112
$790K 0.23%
3,712
-91
113
$789K 0.23%
3,610
-699
114
$782K 0.22%
4,304
+872
115
$756K 0.22%
969
+36
116
$724K 0.21%
1,974
-1,798
117
$718K 0.21%
5,281
+959
118
$707K 0.2%
+5,100
119
$690K 0.2%
33,786
+11,659
120
$689K 0.2%
1,962
-20
121
$688K 0.2%
5,776
+2,809
122
$686K 0.2%
2,459
+27
123
$686K 0.2%
12,608
-29,160
124
$674K 0.19%
6,256
-847
125
$667K 0.19%
+11,581
3 4
5
6 7