TCWM
Total Clarity Wealth Management Portfolio holdings
AUM
$349M
1-Year Return
13.67%
This Quarter Return
+1.3%
1 Year Return
+13.67%
3 Year Return
+48.16%
5 Year Return
+97.51%
10 Year Return
–
AUM
$288M
AUM Growth
+$585K
(+0.2%)
Cap. Flow
-$770K
Cap. Flow
% of AUM
-0.27%
Top 10 Holdings %
Top 10 Hldgs %
25.45%
Holding
290
New
23
Increased
88
Reduced
120
Closed
44
Top Buys
Top Sells
| 1 |
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
|
$4.47M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
$3.54M |
| 3 |
Bristol-Myers Squibb
BMY
|
$1.72M |
| 4 |
Mondelez International
MDLZ
|
$1.45M |
| 5 |
iShares Short Maturity Bond ETF
NEAR
|
$1.4M |
Sector Composition
| 1 | Technology | 10.4% |
| 2 | Financials | 6.01% |
| 3 | Healthcare | 3.72% |
| 4 | Consumer Discretionary | 3.57% |
| 5 | Communication Services | 3.22% |
