TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.45M
3
+$1.19M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.04M
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$1.04M

Top Sells

1
+$3.67M
2
+$2.61M
3
+$1.24M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$989K
5
SPT icon
Sprout Social
SPT
+$801K

Sector Composition

1 Healthcare 10.82%
2 Technology 10.47%
3 Consumer Discretionary 5.46%
4 Financials 5.32%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$201K 0.12%
+5,431
177
$197K 0.11%
+889
178
$195K 0.11%
+6,023
179
$194K 0.11%
+1,965
180
$191K 0.11%
+1,047
181
$190K 0.11%
+6,099
182
$189K 0.11%
+2,533
183
$185K 0.11%
+1,700
184
$184K 0.11%
813
-177
185
$183K 0.11%
+1,685
186
$176K 0.1%
+470
187
$175K 0.1%
+2,617
188
$175K 0.1%
+650
189
$170K 0.1%
+13,596
190
$168K 0.1%
+795
191
$166K 0.1%
+1,290
192
$166K 0.1%
+916
193
$166K 0.1%
+2,515
194
$162K 0.09%
+1,395
195
$161K 0.09%
+1,092
196
$157K 0.09%
11,200
-1,600
197
$151K 0.09%
+2,113
198
$150K 0.09%
+10,160
199
$147K 0.08%
11,333
+893
200
$147K 0.08%
+3,800
6 7
8
9 10