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
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.51M
3
+$5.21M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$4.56M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Healthcare 7.89%
3 Financials 5.8%
4 Consumer Discretionary 3.75%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$185K 0.14%
+5,205
127
$182K 0.14%
+3,015
128
$182K 0.14%
+3,433
129
$182K 0.14%
+5,906
130
$181K 0.14%
+3,450
131
$178K 0.13%
+3,224
132
$175K 0.13%
+1,402
133
$174K 0.13%
+13,712
134
$174K 0.13%
+7,150
135
$173K 0.13%
+3,925
136
$170K 0.13%
+1,173
137
$170K 0.13%
+2,800
138
$167K 0.13%
+2,775
139
$162K 0.12%
+2,050
140
$160K 0.12%
+889
141
$158K 0.12%
+1,665
142
$152K 0.11%
+1,300
143
$152K 0.11%
+1,062
144
$151K 0.11%
+1,130
145
$148K 0.11%
+590
146
$147K 0.11%
+2,250
147
$146K 0.11%
+3,018
148
$140K 0.11%
+1,660
149
$140K 0.11%
+657
150
$138K 0.1%
+710
4 5
6
7 8