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
$201M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.11M
3
+$2.74M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.37M
5
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$2.06M

Top Sells

1
+$6.56M
2
+$6.33M
3
+$2.78M
4
FHN icon
First Horizon
FHN
+$2.14M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$2M

Sector Composition

1 Technology 12.85%
2 Healthcare 8.1%
3 Financials 4.59%
4 Consumer Discretionary 4.43%
5 Consumer Staples 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$398K 0.2%
6,722
+295
127
$393K 0.2%
+9,800
128
$388K 0.19%
2,547
+465
129
$384K 0.19%
25,985
+13,502
130
$380K 0.19%
3,193
131
$378K 0.19%
15,716
-14,012
132
$378K 0.19%
+2,106
133
$375K 0.19%
5,674
-17,993
134
$373K 0.19%
2,256
-466
135
$371K 0.18%
13,721
+4,126
136
$363K 0.18%
1,962
+256
137
$356K 0.18%
+2,988
138
$351K 0.17%
1,764
-13
139
$348K 0.17%
2,520
+6
140
$339K 0.17%
29,514
+2,315
141
$336K 0.17%
1,886
+431
142
$330K 0.16%
+6,639
143
$325K 0.16%
1,541
+151
144
$323K 0.16%
1,863
+409
145
$320K 0.16%
+11,156
146
$319K 0.16%
2,247
-195
147
$312K 0.16%
+771
148
$309K 0.15%
+6,199
149
$306K 0.15%
+6,644
150
$303K 0.15%
4,598
-2,567
4 5
6
7 8