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
+$585K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$3.67M
3
+$2.16M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.09M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.64M

Top Sells

1
+$4.47M
2
+$3.54M
3
+$1.72M
4
MDLZ icon
Mondelez International
MDLZ
+$1.45M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.4M

Sector Composition

1 Technology 10.4%
2 Financials 6.01%
3 Healthcare 3.72%
4 Consumer Discretionary 3.57%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$334K 0.12%
+2,215
177
$333K 0.12%
15,882
-519
178
$332K 0.12%
8,554
-2,079
179
$328K 0.11%
5,173
-946
180
$327K 0.11%
19,668
+1,873
181
$321K 0.11%
+5,475
182
$314K 0.11%
19,333
+2,377
183
$309K 0.11%
2,897
-138
184
$306K 0.11%
7,499
+675
185
$305K 0.11%
4,118
-825
186
$303K 0.11%
1,750
-22
187
$300K 0.1%
14,973
+4,084
188
$299K 0.1%
673
+20
189
$299K 0.1%
1,509
-818
190
$298K 0.1%
501
-20
191
$295K 0.1%
789
-32
192
$294K 0.1%
6,444
-895
193
$287K 0.1%
2,550
194
$283K 0.1%
2,901
-20
195
$274K 0.1%
1,369
+51
196
$274K 0.1%
4,682
-365
197
$273K 0.09%
4,140
+790
198
$273K 0.09%
3,762
+21
199
$270K 0.09%
1,700
+81
200
$269K 0.09%
2,983
-163
6 7
8
9 10