TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $426M
1-Year Est. Return 23.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.2M
3
+$1.46M
4
UPS icon
United Parcel Service
UPS
+$1.13M
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$1.12M

Top Sells

1
+$2.44M
2
+$2.26M
3
+$1.48M
4
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$1.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.32M

Sector Composition

1 Technology 10.55%
2 Financials 5.7%
3 Communication Services 3.92%
4 Industrials 3.21%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$630K 0.17%
3,645
-4
152
$629K 0.17%
1,842
-4
153
$627K 0.17%
4,679
-602
154
$616K 0.16%
+7,280
155
$599K 0.16%
95,152
+43,676
156
$585K 0.16%
13,812
+1,349
157
$572K 0.15%
8,750
-200
158
$565K 0.15%
3,029
-192
159
$560K 0.15%
4,050
+1,500
160
$557K 0.15%
4,687
-176
161
$554K 0.15%
598
+1
162
$537K 0.14%
5,008
-80
163
$526K 0.14%
22,460
+153
164
$523K 0.14%
13,229
-264
165
$522K 0.14%
1,909
-92
166
$513K 0.14%
6,061
-10
167
$495K 0.13%
3,810
168
$483K 0.13%
1,232
-30
169
$482K 0.13%
10,485
-159
170
$480K 0.13%
9,462
+560
171
$466K 0.12%
24,459
+262
172
$461K 0.12%
5,187
-42
173
$460K 0.12%
+5,945
174
$460K 0.12%
13,227
-1,308
175
$458K 0.12%
17,431
-1,452
5 6
7
8 9