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
$196M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$3.63M
3
+$2.08M
4
WBA
Walgreens Boots Alliance
WBA
+$1.85M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$1.72M

Top Sells

1
+$3.7M
2
+$3.69M
3
+$2.15M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.57M
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$1.48M

Sector Composition

1 Healthcare 10.59%
2 Technology 9.42%
3 Financials 6.81%
4 Consumer Discretionary 5.98%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$266K 0.14%
+2,500
177
$266K 0.14%
+3,559
178
$264K 0.13%
+6,627
179
$263K 0.13%
9,400
-591
180
$261K 0.13%
+1,928
181
$260K 0.13%
4,768
-63
182
$256K 0.13%
5,699
+156
183
$255K 0.13%
2,013
184
$255K 0.13%
558
-61
185
$253K 0.13%
5,207
-1,031
186
$250K 0.13%
3,564
187
$250K 0.13%
+1,310
188
$248K 0.13%
3,135
-1,544
189
$248K 0.13%
721
-25
190
$246K 0.13%
870
-70
191
$244K 0.12%
4,940
-93
192
$242K 0.12%
+15,820
193
$241K 0.12%
4,893
194
$241K 0.12%
+2,700
195
$240K 0.12%
+936
196
$237K 0.12%
2,675
-1,290
197
$234K 0.12%
1,128
+99
198
$234K 0.12%
+2,639
199
$233K 0.12%
1,486
-101
200
$232K 0.12%
7,620
-3,915
6 7
8
9 10