TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.45M
3
+$1.19M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.04M
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$1.04M

Top Sells

1
+$3.67M
2
+$2.61M
3
+$1.24M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$989K
5
SPT icon
Sprout Social
SPT
+$801K

Sector Composition

1 Healthcare 10.82%
2 Technology 10.47%
3 Consumer Discretionary 5.46%
4 Financials 5.32%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$250K 0.14%
+18,416
152
$249K 0.14%
977
+14
153
$243K 0.14%
+1,722
154
$242K 0.14%
12,800
155
$241K 0.14%
+5,205
156
$240K 0.14%
+3,687
157
$237K 0.14%
+778
158
$237K 0.14%
1,126
159
$234K 0.13%
+723
160
$232K 0.13%
+2,380
161
$231K 0.13%
952
+46
162
$229K 0.13%
11,000
163
$225K 0.13%
1,035
164
$223K 0.13%
5,800
-300
165
$223K 0.13%
+4,275
166
$222K 0.13%
+10,634
167
$217K 0.12%
1,635
-4,910
168
$217K 0.12%
+2,818
169
$212K 0.12%
2,805
-400
170
$212K 0.12%
1,562
171
$209K 0.12%
+935
172
$208K 0.12%
+4,090
173
$206K 0.12%
+2,934
174
$204K 0.12%
+1,600
175
$201K 0.12%
+8,864
5 6
7
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