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
$179M
AUM Growth
+$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.28M
3
+$2.18M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$2.13M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.04M

Top Sells

1
+$3.15M
2
+$2.66M
3
+$2.32M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.01M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.67M

Sector Composition

1 Technology 12.3%
2 Healthcare 10.83%
3 Consumer Discretionary 6.12%
4 Financials 5.16%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$401K 0.22%
2,664
+65
127
$397K 0.22%
1,780
+235
128
$394K 0.22%
3,555
-500
129
$388K 0.22%
6,993
-1,572
130
$387K 0.22%
12,736
+8,207
131
$383K 0.21%
+4,522
132
$381K 0.21%
7,100
-160
133
$380K 0.21%
11,564
+902
134
$378K 0.21%
1,650
+31
135
$378K 0.21%
1,565
+1,545
136
$376K 0.21%
1,289
+337
137
$374K 0.21%
8,470
-13,264
138
$372K 0.21%
+325
139
$369K 0.21%
+6,375
140
$367K 0.2%
7,792
+5,228
141
$360K 0.2%
2,535
142
$356K 0.2%
+20,769
143
$353K 0.2%
4,626
144
$345K 0.19%
1,964
+145
145
$340K 0.19%
899
-29
146
$336K 0.19%
+42,507
147
$333K 0.19%
2,772
+167
148
$329K 0.18%
2,650
149
$325K 0.18%
4,373
+2,598
150
$324K 0.18%
2,496
-1,309
4 5
6
7 8