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
+$585K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$3.67M
3
+$2.16M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.09M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.64M

Top Sells

1
+$4.47M
2
+$3.54M
3
+$1.72M
4
MDLZ icon
Mondelez International
MDLZ
+$1.45M
5
NEAR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$425K 0.15%
26,000
152
$424K 0.15%
4,617
+2,251
153
$422K 0.15%
34,510
-2,978
154
$406K 0.14%
12,602
+2,785
155
$403K 0.14%
2,760
-7,671
156
$403K 0.14%
+9,015
157
$395K 0.14%
7,821
-997
158
$386K 0.13%
4,948
+177
159
$377K 0.13%
9,491
-1,497
160
$373K 0.13%
4,663
-75
161
$371K 0.13%
2,940
-150
162
$364K 0.13%
2,205
-243
163
$360K 0.13%
17,956
164
$360K 0.13%
1,224
+50
165
$359K 0.12%
48,503
+31,386
166
$359K 0.12%
1,648
-40
167
$358K 0.12%
3,506
-3,148
168
$358K 0.12%
1,678
+68
169
$355K 0.12%
+15,165
170
$349K 0.12%
9,423
-222
171
$345K 0.12%
438
+109
172
$341K 0.12%
+3,680
173
$336K 0.12%
6,340
-9,441
174
$336K 0.12%
11,678
-1,751
175
$335K 0.12%
2,433
+100
5 6
7
8 9