TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $426M
1-Year Est. Return 23.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.2M
3
+$1.46M
4
UPS icon
United Parcel Service
UPS
+$1.13M
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$1.12M

Top Sells

1
+$2.44M
2
+$2.26M
3
+$1.48M
4
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$1.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.32M

Sector Composition

1 Technology 10.55%
2 Financials 5.7%
3 Communication Services 3.92%
4 Industrials 3.21%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$778K 0.21%
1,084
-171
127
$764K 0.2%
+6,170
128
$751K 0.2%
+30,558
129
$750K 0.2%
13,031
+423
130
$748K 0.2%
2,266
-140
131
$747K 0.2%
34,632
+846
132
$715K 0.19%
+2,844
133
$714K 0.19%
2,373
-37
134
$712K 0.19%
30,425
+15,133
135
$703K 0.19%
2,313
+90
136
$701K 0.19%
4,720
+40
137
$695K 0.18%
6,167
-89
138
$690K 0.18%
12,729
+12
139
$681K 0.18%
17,183
+552
140
$680K 0.18%
5,670
-770
141
$678K 0.18%
29,109
-840
142
$676K 0.18%
885
-84
143
$666K 0.18%
+1,379
144
$663K 0.18%
3,573
+210
145
$662K 0.18%
2,718
+57
146
$660K 0.18%
12,609
+175
147
$652K 0.17%
12,901
148
$643K 0.17%
14,295
+369
149
$643K 0.17%
11,864
+464
150
$640K 0.17%
5,000
-262
4 5
6
7 8