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
$201M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.11M
3
+$2.74M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.37M
5
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$2.06M

Top Sells

1
+$6.56M
2
+$6.33M
3
+$2.78M
4
FHN icon
First Horizon
FHN
+$2.14M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$2M

Sector Composition

1 Technology 12.85%
2 Healthcare 8.1%
3 Financials 4.59%
4 Consumer Discretionary 4.43%
5 Consumer Staples 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$258K 0.13%
690
177
$258K 0.13%
2,131
-219
178
$254K 0.13%
26,898
-25,570
179
$251K 0.12%
6,150
+39
180
$249K 0.12%
3,547
+118
181
$249K 0.12%
925
-20
182
$248K 0.12%
+1,349
183
$247K 0.12%
+10,150
184
$241K 0.12%
+448
185
$240K 0.12%
+1,495
186
$240K 0.12%
+7,225
187
$235K 0.12%
14,480
-9,170
188
$234K 0.12%
+7,445
189
$234K 0.12%
+3,509
190
$228K 0.11%
+1,098
191
$226K 0.11%
4,469
192
$225K 0.11%
+5,283
193
$224K 0.11%
+11,602
194
$223K 0.11%
+8,950
195
$220K 0.11%
2,395
-4,204
196
$210K 0.1%
3,297
+2
197
$210K 0.1%
+613
198
$209K 0.1%
10,714
-73
199
$208K 0.1%
+2,700
200
$208K 0.1%
4,203
-690
6 7
8
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