TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $426M
1-Year Est. Return 23.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.2M
3
+$1.46M
4
UPS icon
United Parcel Service
UPS
+$1.13M
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$1.12M

Top Sells

1
+$2.44M
2
+$2.26M
3
+$1.48M
4
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$1.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.32M

Sector Composition

1 Technology 10.55%
2 Financials 5.7%
3 Communication Services 3.92%
4 Industrials 3.21%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.01M 0.27%
1,650
-5
102
$1.01M 0.27%
19,895
+4,075
103
$1M 0.27%
6,629
+47
104
$979K 0.26%
+12,470
105
$972K 0.26%
28,193
-163
106
$959K 0.26%
15,600
+695
107
$955K 0.25%
3,991
+2,644
108
$934K 0.25%
18,597
+354
109
$908K 0.24%
7,519
-245
110
$902K 0.24%
+30,042
111
$901K 0.24%
1,583
+56
112
$884K 0.24%
4,661
+357
113
$878K 0.23%
+34,461
114
$872K 0.23%
27,339
-2,082
115
$864K 0.23%
3,762
+50
116
$852K 0.23%
+110,456
117
$847K 0.23%
4,434
+1,435
118
$844K 0.22%
16,521
+619
119
$835K 0.22%
2,060
+86
120
$815K 0.22%
12,539
-1,055
121
$812K 0.22%
5,221
-738
122
$810K 0.22%
2,482
+23
123
$805K 0.21%
9,969
-510
124
$800K 0.21%
71,179
+37,833
125
$796K 0.21%
+7,674
3 4
5
6 7