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
+$585K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$3.67M
3
+$2.16M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.09M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.64M

Top Sells

1
+$4.47M
2
+$3.54M
3
+$1.72M
4
MDLZ icon
Mondelez International
MDLZ
+$1.45M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.4M

Sector Composition

1 Technology 10.4%
2 Financials 6.01%
3 Healthcare 3.72%
4 Consumer Discretionary 3.57%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$532K 0.18%
11,207
-3,038
127
$532K 0.18%
+7,550
128
$525K 0.18%
4,337
-302
129
$521K 0.18%
26,902
-29,771
130
$520K 0.18%
3,683
+301
131
$517K 0.18%
86,359
+8,767
132
$509K 0.18%
38,893
+20,910
133
$505K 0.18%
3,689
-469
134
$505K 0.18%
15,294
+52
135
$503K 0.17%
23,017
-3,631
136
$501K 0.17%
14,865
+375
137
$500K 0.17%
29,299
+14,574
138
$500K 0.17%
26,144
-22,603
139
$492K 0.17%
3,144
-124
140
$475K 0.16%
1,822
+274
141
$473K 0.16%
2,581
-132
142
$472K 0.16%
11,858
-2,520
143
$470K 0.16%
16,323
-4,478
144
$455K 0.16%
16,142
-1,310
145
$450K 0.16%
4,327
-215
146
$448K 0.16%
1,707
-42
147
$447K 0.16%
8,888
-1,128
148
$441K 0.15%
7,096
-169
149
$435K 0.15%
13,222
+1,662
150
$427K 0.15%
4,060
4 5
6
7 8