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
$288M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.67M
3
+$1.7M
4
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$1.44M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.31M

Top Sells

1
+$1.88M
2
+$1.79M
3
+$1.36M
4
APD icon
Air Products & Chemicals
APD
+$1.36M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.2M

Sector Composition

1 Technology 11.12%
2 Financials 6.55%
3 Healthcare 5.41%
4 Consumer Discretionary 5.14%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$479K 0.17%
27,042
+389
152
$473K 0.16%
11,302
-21,690
153
$465K 0.16%
7,265
-174
154
$462K 0.16%
7,681
+487
155
$460K 0.16%
+8,818
156
$450K 0.16%
15,095
+5,693
157
$448K 0.16%
+7,677
158
$447K 0.16%
37,488
+1,065
159
$426K 0.15%
582
+44
160
$425K 0.15%
3,382
161
$418K 0.15%
+7,330
162
$417K 0.14%
+13,429
163
$413K 0.14%
2,713
-98
164
$409K 0.14%
2,327
-786
165
$408K 0.14%
+4,060
166
$405K 0.14%
4,537
+1,585
167
$404K 0.14%
+26,000
168
$397K 0.14%
2,448
-231
169
$397K 0.14%
7,861
-320
170
$387K 0.13%
6,119
+276
171
$386K 0.13%
1,688
+46
172
$384K 0.13%
9,645
+560
173
$382K 0.13%
4,943
+59
174
$381K 0.13%
4,738
+850
175
$370K 0.13%
+3,363
5 6
7
8 9