TCWM
Total Clarity Wealth Management Portfolio holdings
AUM
$349M
1-Year Return
13.67%
This Quarter Return
+3.27%
1 Year Return
+13.67%
3 Year Return
+48.16%
5 Year Return
+97.51%
10 Year Return
–
AUM
$184M
AUM Growth
-$12.2M
(-6.2%)
Cap. Flow
-$15.6M
Cap. Flow
% of AUM
-8.47%
Top 10 Holdings %
Top 10 Hldgs %
36.13%
Holding
255
New
32
Increased
51
Reduced
87
Closed
79
Top Buys
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$4.9M |
| 2 |
iShares Short Maturity Bond ETF
NEAR
|
+$3.67M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$3.03M |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$1.42M |
| 5 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$1.24M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$1.67M |
| 2 |
ConocoPhillips
COP
|
+$1.66M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.64M |
| 4 |
Intel
INTC
|
+$1.33M |
| 5 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$1.31M |
Sector Composition
| 1 | Technology | 9.8% |
| 2 | Healthcare | 8.58% |
| 3 | Consumer Discretionary | 5.55% |
| 4 | Financials | 4.96% |
| 5 | Consumer Staples | 3.14% |
