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
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.51M
3
+$5.21M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$4.56M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Healthcare 7.89%
3 Financials 5.8%
4 Consumer Discretionary 3.75%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$138K 0.1%
+2,744
152
$137K 0.1%
+1,190
153
$136K 0.1%
+1,403
154
$136K 0.1%
+2,314
155
$136K 0.1%
+513
156
$132K 0.1%
+1,186
157
$131K 0.1%
+1,450
158
$129K 0.1%
+6,920
159
$128K 0.1%
+450
160
$128K 0.1%
+623
161
$126K 0.09%
+2,500
162
$123K 0.09%
+580
163
$123K 0.09%
+11,727
164
$119K 0.09%
+9,015
165
$119K 0.09%
+1,105
166
$117K 0.09%
+200
167
$117K 0.09%
+6,806
168
$117K 0.09%
+1,263
169
$116K 0.09%
+2,925
170
$116K 0.09%
+5,800
171
$115K 0.09%
+1,050
172
$114K 0.09%
+700
173
$110K 0.08%
+1,518
174
$110K 0.08%
+1,923
175
$109K 0.08%
+1,008
5 6
7
8 9