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
$349M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.47M
3
+$3.61M
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$3.41M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.1M

Top Sells

1
+$3.77M
2
+$3.01M
3
+$2.34M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.72M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$1.59M

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
TEM
126
Tempus AI
TEM
$12.2B
$666K 0.19%
+10,479
AVGO icon
127
Broadcom
AVGO
$1.62T
$663K 0.19%
2,406
+635
SCHF icon
128
Schwab International Equity ETF
SCHF
$53B
$662K 0.19%
29,949
+1,319
V icon
129
Visa
V
$637B
$656K 0.19%
1,846
+178
MCD icon
130
McDonald's
MCD
$219B
$650K 0.19%
2,223
+113
SMMU icon
131
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$953M
$647K 0.19%
12,901
-3,114
IONQ icon
132
IonQ
IONQ
$16.7B
$640K 0.18%
+14,905
GCOW icon
133
Pacer Global Cash Cows Dividend ETF
GCOW
$2.57B
$631K 0.18%
16,631
+56
VWO icon
134
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$629K 0.18%
12,717
-18
CMCSA icon
135
Comcast
CMCSA
$100B
$622K 0.18%
17,432
+9,872
GE icon
136
GE Aerospace
GE
$322B
$621K 0.18%
2,410
+826
JBND icon
137
JPMorgan Active Bond ETF
JBND
$3.22B
$611K 0.17%
11,400
+1,511
EXC icon
138
Exelon
EXC
$46.3B
$605K 0.17%
13,926
+4,345
EXI icon
139
iShares Global Industrials ETF
EXI
$1.04B
$603K 0.17%
3,649
-1,419
DXJ icon
140
WisdomTree Japan Hedged Equity Fund
DXJ
$4.17B
$601K 0.17%
5,262
-2,061
COST icon
141
Costco
COST
$409B
$591K 0.17%
597
-62
ISRG icon
142
Intuitive Surgical
ISRG
$195B
$586K 0.17%
1,079
+328
VTV icon
143
Vanguard Value ETF
VTV
$148B
$569K 0.16%
3,221
-397
MELI icon
144
Mercado Libre
MELI
$104B
$567K 0.16%
217
+76
VRTX icon
145
Vertex Pharmaceuticals
VRTX
$111B
$562K 0.16%
1,262
+50
SBUX icon
146
Starbucks
SBUX
$96.4B
$556K 0.16%
+6,071
SHOP icon
147
Shopify
SHOP
$190B
$540K 0.15%
4,680
-377
IJR icon
148
iShares Core S&P Small-Cap ETF
IJR
$84.2B
$531K 0.15%
4,863
+1,989
ABNB icon
149
Airbnb
ABNB
$74B
$527K 0.15%
+3,984
NOW icon
150
ServiceNow
NOW
$176B
$521K 0.15%
507
+16
4 5
6
7 8