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
$208M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$3.68M
3
+$2.01M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.67M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.11M

Top Sells

1
+$6.73M
2
+$2.74M
3
+$1.69M
4
ATVI
Activision Blizzard
ATVI
+$1.21M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.13M

Sector Composition

1 Technology 12.03%
2 Healthcare 7.06%
3 Financials 5.26%
4 Consumer Discretionary 5.13%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$419K 0.2%
12,679
-7,082
127
$419K 0.2%
4,326
-1
128
$411K 0.2%
1,786
-87
129
$405K 0.2%
20,350
130
$404K 0.19%
15,249
+1,528
131
$401K 0.19%
7,085
+363
132
$398K 0.19%
17,363
+1,647
133
$395K 0.19%
+34,097
134
$390K 0.19%
3,026
-702
135
$387K 0.19%
5,617
-987
136
$386K 0.19%
14,083
+2,927
137
$377K 0.18%
11,921
-30,767
138
$377K 0.18%
28,039
-1,475
139
$374K 0.18%
2,400
+294
140
$370K 0.18%
2,318
+62
141
$361K 0.17%
4,526
-651
142
$358K 0.17%
3,382
+189
143
$357K 0.17%
11,730
+400
144
$357K 0.17%
6,670
-21,108
145
$346K 0.17%
7,075
+2,872
146
$345K 0.17%
+6,069
147
$343K 0.17%
+5,121
148
$342K 0.16%
5,010
-1,855
149
$341K 0.16%
+7,043
150
$340K 0.16%
6,375
+924
4 5
6
7 8