TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.4M
3
+$3.41M
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$3.12M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.05M

Top Sells

1
+$3.77M
2
+$3.01M
3
+$2.33M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.6M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.58M

Sector Composition

1 Technology 9.24%
2 Financials 5.66%
3 Consumer Discretionary 3.55%
4 Communication Services 3.08%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$666K 0.19%
+10,479
127
$663K 0.19%
2,406
+635
128
$662K 0.19%
29,949
+1,319
129
$656K 0.19%
1,846
+178
130
$650K 0.19%
2,223
+113
131
$647K 0.19%
12,901
-3,114
132
$640K 0.18%
+14,905
133
$631K 0.18%
16,631
+56
134
$629K 0.18%
12,717
-18
135
$622K 0.18%
17,432
+9,872
136
$621K 0.18%
2,410
+826
137
$611K 0.17%
11,400
+1,511
138
$605K 0.17%
13,926
+4,345
139
$603K 0.17%
3,649
-1,419
140
$601K 0.17%
5,262
-2,061
141
$591K 0.17%
597
-62
142
$586K 0.17%
1,079
+328
143
$569K 0.16%
3,221
-397
144
$567K 0.16%
217
+76
145
$562K 0.16%
1,262
+50
146
$556K 0.16%
+6,071
147
$540K 0.15%
4,680
-377
148
$531K 0.15%
4,863
+1,989
149
$527K 0.15%
+3,984
150
$521K 0.15%
2,535
+80
4 5
6
7 8