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
$174M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.45M
3
+$1.19M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.04M
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$1.04M

Top Sells

1
+$3.67M
2
+$2.61M
3
+$1.24M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$989K
5
SPT icon
Sprout Social
SPT
+$801K

Sector Composition

1 Healthcare 10.82%
2 Technology 10.47%
3 Consumer Discretionary 5.46%
4 Financials 5.32%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$334K 0.19%
1,731
-285
127
$331K 0.19%
3,248
+285
128
$330K 0.19%
10,539
-23,557
129
$319K 0.18%
1,545
+375
130
$313K 0.18%
2,650
-550
131
$308K 0.18%
2,605
-125
132
$307K 0.18%
4,376
-1,401
133
$305K 0.18%
+10,662
134
$305K 0.18%
5,306
-14
135
$298K 0.17%
4,558
136
$289K 0.17%
18,665
137
$287K 0.16%
+4,114
138
$284K 0.16%
3,363
-189
139
$283K 0.16%
+3,926
140
$277K 0.16%
5,500
141
$277K 0.16%
607
+11
142
$273K 0.16%
3,514
+64
143
$264K 0.15%
7,260
144
$259K 0.15%
4,209
+4
145
$258K 0.15%
+1,553
146
$257K 0.15%
2,259
+326
147
$257K 0.15%
1,155
-15
148
$255K 0.15%
1,550
-265
149
$252K 0.14%
5,396
-800
150
$251K 0.14%
+4,893
4 5
6
7 8