TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.4M
3
+$3.41M
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$3.12M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.05M

Top Sells

1
+$3.77M
2
+$3.01M
3
+$2.33M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.6M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.58M

Sector Composition

1 Technology 9.24%
2 Financials 5.66%
3 Consumer Discretionary 3.55%
4 Communication Services 3.08%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$517K 0.15%
+2,999
152
$514K 0.15%
3,363
-1,051
153
$507K 0.15%
3,810
-100
154
$505K 0.14%
3,199
+623
155
$499K 0.14%
10,167
-2,133
156
$498K 0.14%
13,493
-333
157
$493K 0.14%
2,001
-364
158
$489K 0.14%
+8,950
159
$484K 0.14%
22,307
+4,021
160
$482K 0.14%
10,644
-1,314
161
$482K 0.14%
1,634
-152
162
$474K 0.14%
5,088
-1,836
163
$473K 0.14%
14,535
-8,148
164
$472K 0.14%
2,661
+12
165
$463K 0.13%
+18,883
166
$461K 0.13%
+9,998
167
$451K 0.13%
+10,646
168
$449K 0.13%
3,378
-237
169
$448K 0.13%
846
+222
170
$443K 0.13%
+8,902
171
$442K 0.13%
+4,966
172
$441K 0.13%
11,066
-13,573
173
$438K 0.13%
5,229
+432
174
$437K 0.13%
14,447
+6,084
175
$435K 0.12%
24,197
+1,668
5 6
7
8 9