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
$288M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.67M
3
+$1.7M
4
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$1.44M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.31M

Top Sells

1
+$1.88M
2
+$1.79M
3
+$1.36M
4
APD icon
Air Products & Chemicals
APD
+$1.36M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.2M

Sector Composition

1 Technology 11.12%
2 Financials 6.55%
3 Healthcare 5.41%
4 Consumer Discretionary 5.14%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$610K 0.21%
+6,720
127
$603K 0.21%
5,933
+1,223
128
$602K 0.21%
5,990
+1,238
129
$600K 0.21%
+20,801
130
$597K 0.21%
6,093
+717
131
$595K 0.21%
14,114
+576
132
$594K 0.21%
+17,452
133
$576K 0.2%
4,371
-5,366
134
$571K 0.2%
4,639
+123
135
$570K 0.2%
+13,841
136
$568K 0.2%
3,090
137
$555K 0.19%
1,327
+55
138
$551K 0.19%
2,826
139
$545K 0.19%
14,378
-575
140
$541K 0.19%
+15,296
141
$516K 0.18%
4,542
+252
142
$516K 0.18%
3,268
+275
143
$504K 0.18%
10,016
+130
144
$503K 0.17%
14,490
+2,205
145
$497K 0.17%
+15,462
146
$497K 0.17%
6,483
-1,512
147
$495K 0.17%
15,242
-32
148
$491K 0.17%
10,988
-559
149
$488K 0.17%
1,749
+25
150
$487K 0.17%
15,654
-262
4 5
6
7 8