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
$208M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$3.68M
3
+$2.01M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.67M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.11M

Top Sells

1
+$6.73M
2
+$2.74M
3
+$1.69M
4
ATVI
Activision Blizzard
ATVI
+$1.21M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.13M

Sector Composition

1 Technology 12.03%
2 Healthcare 7.06%
3 Financials 5.26%
4 Consumer Discretionary 5.13%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$264K 0.13%
14,352
+2,750
177
$256K 0.12%
+558
178
$256K 0.12%
3,274
+24
179
$255K 0.12%
2,760
-50
180
$252K 0.12%
4,319
-152
181
$252K 0.12%
1,404
-91
182
$251K 0.12%
3,363
-378
183
$250K 0.12%
1,475
-487
184
$250K 0.12%
4,457
-351
185
$248K 0.12%
8,156
+711
186
$247K 0.12%
437
-11
187
$245K 0.12%
+9,542
188
$244K 0.12%
5,923
-721
189
$242K 0.12%
6,483
-207
190
$241K 0.12%
17,144
+4,359
191
$234K 0.11%
9,750
-50
192
$231K 0.11%
6,106
-44
193
$230K 0.11%
4,559
+90
194
$228K 0.11%
3,984
-2,655
195
$227K 0.11%
+1,620
196
$226K 0.11%
1,486
-377
197
$225K 0.11%
4,480
-540
198
$225K 0.11%
1,129
-207
199
$221K 0.11%
+3,187
200
$218K 0.11%
2,795
+95
6 7
8
9 10