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
$208M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$3.68M
3
+$2.01M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.67M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.11M

Top Sells

1
+$6.73M
2
+$2.74M
3
+$1.69M
4
ATVI
Activision Blizzard
ATVI
+$1.21M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.13M

Sector Composition

1 Technology 12.03%
2 Healthcare 7.06%
3 Financials 5.26%
4 Consumer Discretionary 5.13%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$332K 0.16%
1,756
-8
152
$331K 0.16%
10,185
+2,960
153
$318K 0.15%
5,007
+1,498
154
$317K 0.15%
+4,190
155
$307K 0.15%
18,456
+2,007
156
$304K 0.15%
2,398
-65
157
$301K 0.15%
38,810
+21,263
158
$300K 0.14%
+7,276
159
$298K 0.14%
1,297
+199
160
$297K 0.14%
786
+15
161
$295K 0.14%
2,239
+108
162
$295K 0.14%
4,634
+36
163
$292K 0.14%
6,009
-190
164
$288K 0.14%
+6,532
165
$288K 0.14%
3,123
-11
166
$283K 0.14%
+9,728
167
$282K 0.14%
+11,517
168
$281K 0.14%
6,887
-3,225
169
$280K 0.13%
+16,350
170
$277K 0.13%
2,291
-229
171
$275K 0.13%
10,020
+1,070
172
$268K 0.13%
6,128
+470
173
$266K 0.13%
6,786
-5,472
174
$265K 0.13%
640
-50
175
$264K 0.13%
1,169
-37
5 6
7
8 9