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
$179M
AUM Growth
+$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.28M
3
+$2.18M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$2.13M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.04M

Top Sells

1
+$3.15M
2
+$2.66M
3
+$2.32M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.01M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.67M

Sector Composition

1 Technology 12.3%
2 Healthcare 10.83%
3 Consumer Discretionary 6.12%
4 Financials 5.16%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$316K 0.18%
627
+20
152
$311K 0.17%
12,083
+9,305
153
$308K 0.17%
5,206
-100
154
$307K 0.17%
12,725
+11,875
155
$307K 0.17%
4,376
156
$307K 0.17%
6,441
+4,829
157
$304K 0.17%
4,768
+210
158
$301K 0.17%
5,965
-925
159
$299K 0.17%
2,928
-320
160
$297K 0.17%
1,550
161
$290K 0.16%
12,800
162
$289K 0.16%
1,126
163
$286K 0.16%
1,960
+630
164
$285K 0.16%
5,500
165
$284K 0.16%
6,033
+3,074
166
$283K 0.16%
3,384
+566
167
$283K 0.16%
5,622
+226
168
$281K 0.16%
1,561
-170
169
$281K 0.16%
17,232
-1,433
170
$280K 0.16%
18,640
+224
171
$276K 0.15%
16,908
+6,748
172
$273K 0.15%
1,450
+534
173
$273K 0.15%
2,025
+463
174
$271K 0.15%
3,364
+1
175
$268K 0.15%
3,687
5 6
7
8 9