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
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.51M
3
+$5.21M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$4.56M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Healthcare 7.89%
3 Financials 5.8%
4 Consumer Discretionary 3.75%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$109K 0.08%
+5,664
177
$108K 0.08%
+1,770
178
$107K 0.08%
+834
179
$106K 0.08%
+878
180
$105K 0.08%
+2,780
181
$104K 0.08%
+2,152
182
$104K 0.08%
+319
183
$103K 0.08%
+635
184
$102K 0.08%
+21,200
185
$102K 0.08%
+1,850
186
$99K 0.07%
+3,820
187
$98K 0.07%
+825
188
$98K 0.07%
+5,000
189
$93K 0.07%
+6,400
190
$92K 0.07%
+2,815
191
$90K 0.07%
+5,200
192
$89K 0.07%
+9,540
193
$89K 0.07%
+408
194
$88K 0.07%
+1,418
195
$88K 0.07%
+3,300
196
$86K 0.06%
+536
197
$86K 0.06%
+890
198
$86K 0.06%
+360
199
$86K 0.06%
+1,950
200
$84K 0.06%
+2,166
6 7
8
9 10