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
$288M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.67M
3
+$1.7M
4
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$1.44M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.31M

Top Sells

1
+$1.88M
2
+$1.79M
3
+$1.36M
4
APD icon
Air Products & Chemicals
APD
+$1.36M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.2M

Sector Composition

1 Technology 11.12%
2 Financials 6.55%
3 Healthcare 5.41%
4 Consumer Discretionary 5.14%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$370K 0.13%
11,560
+469
177
$367K 0.13%
1,174
+67
178
$367K 0.13%
14,895
-424
179
$364K 0.13%
4,771
-587
180
$360K 0.13%
17,956
181
$350K 0.12%
10,633
+194
182
$349K 0.12%
17,795
+450
183
$348K 0.12%
1,548
-2,258
184
$346K 0.12%
1,320
-2,457
185
$344K 0.12%
4,042
-4,678
186
$343K 0.12%
1,610
+106
187
$342K 0.12%
+3,146
188
$342K 0.12%
651
-4
189
$338K 0.12%
1,772
+83
190
$337K 0.12%
821
+40
191
$335K 0.12%
3,035
+868
192
$334K 0.12%
16,401
+3
193
$329K 0.11%
3,914
-1,073
194
$324K 0.11%
33,515
-1,583
195
$322K 0.11%
2,333
+515
196
$320K 0.11%
7,339
-2,118
197
$319K 0.11%
8,350
-600
198
$317K 0.11%
14,725
-2,070
199
$312K 0.11%
3,759
-4,090
200
$307K 0.11%
+5,047
6 7
8
9 10