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
$196M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$3.63M
3
+$2.08M
4
WBA
Walgreens Boots Alliance
WBA
+$1.85M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$1.72M

Top Sells

1
+$3.7M
2
+$3.69M
3
+$2.15M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.57M
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$1.48M

Sector Composition

1 Healthcare 10.59%
2 Technology 9.42%
3 Financials 6.81%
4 Consumer Discretionary 5.98%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$313K 0.16%
5,042
-4,154
152
$309K 0.16%
10,200
+480
153
$307K 0.16%
14,614
+1,106
154
$307K 0.16%
+5,839
155
$305K 0.16%
13,332
+163
156
$302K 0.15%
30,592
+13,370
157
$300K 0.15%
1,767
-1,309
158
$298K 0.15%
2,454
+336
159
$296K 0.15%
608
+12
160
$295K 0.15%
20,200
-16,560
161
$295K 0.15%
+6,377
162
$294K 0.15%
+26,709
163
$293K 0.15%
+4,659
164
$286K 0.15%
3,590
-81
165
$284K 0.14%
4,146
-727
166
$284K 0.14%
3,397
-268
167
$283K 0.14%
+4,056
168
$281K 0.14%
3,848
+668
169
$279K 0.14%
4,393
+639
170
$275K 0.14%
+3,359
171
$272K 0.14%
+1,482
172
$271K 0.14%
5,605
+1,000
173
$271K 0.14%
2,377
-1,352
174
$269K 0.14%
2,159
+262
175
$266K 0.14%
17,814
-741
5 6
7
8 9