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
$196M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$3.63M
3
+$2.08M
4
WBA
Walgreens Boots Alliance
WBA
+$1.85M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$1.72M

Top Sells

1
+$3.7M
2
+$3.69M
3
+$2.15M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.57M
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$1.48M

Sector Composition

1 Healthcare 10.59%
2 Technology 9.42%
3 Financials 6.81%
4 Consumer Discretionary 5.98%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$394K 0.2%
6,427
+23
127
$394K 0.2%
+3,746
128
$391K 0.2%
9,049
+4
129
$389K 0.2%
1,106
+330
130
$386K 0.2%
+8,854
131
$385K 0.2%
7,545
+2,695
132
$382K 0.19%
8,451
-1,117
133
$379K 0.19%
885
+50
134
$378K 0.19%
7,330
+1,628
135
$369K 0.19%
+2,508
136
$365K 0.19%
1,265
-15
137
$359K 0.18%
+15,325
138
$353K 0.18%
10,958
+1,531
139
$350K 0.18%
+8,758
140
$349K 0.18%
2,897
-100
141
$348K 0.18%
+13,630
142
$348K 0.18%
1,706
+99
143
$344K 0.18%
2,454
+13
144
$342K 0.17%
+12,968
145
$335K 0.17%
1,822
-34
146
$332K 0.17%
1,835
-132
147
$326K 0.17%
10,876
+283
148
$320K 0.16%
+5,224
149
$320K 0.16%
1,795
+30
150
$317K 0.16%
13,882
-3,374
4 5
6
7 8