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
$201M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.11M
3
+$2.74M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.37M
5
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$2.06M

Top Sells

1
+$6.56M
2
+$6.33M
3
+$2.78M
4
FHN icon
First Horizon
FHN
+$2.14M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$2M

Sector Composition

1 Technology 12.85%
2 Healthcare 8.1%
3 Financials 4.59%
4 Consumer Discretionary 4.43%
5 Consumer Staples 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$298K 0.15%
+4,471
152
$296K 0.15%
3,861
+84
153
$291K 0.14%
3,250
-250
154
$290K 0.14%
+15,346
155
$290K 0.14%
4,808
+158
156
$288K 0.14%
3,741
+140
157
$286K 0.14%
5,451
+1,110
158
$285K 0.14%
3,017
+1,600
159
$283K 0.14%
16,449
-3,669
160
$282K 0.14%
4,851
+4,484
161
$281K 0.14%
610
-15
162
$281K 0.14%
+983
163
$278K 0.14%
2,463
-569
164
$278K 0.14%
5,658
-48
165
$277K 0.14%
3,134
-18
166
$270K 0.13%
2,810
167
$268K 0.13%
6,690
-26
168
$268K 0.13%
5,774
+23
169
$268K 0.13%
1,217
-183
170
$266K 0.13%
+1,206
171
$266K 0.13%
2,166
-3,190
172
$262K 0.13%
1,647
+202
173
$262K 0.13%
5,020
-276
174
$261K 0.13%
4,630
+378
175
$261K 0.13%
1,336
+268
5 6
7
8 9