TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.4M
3
+$3.41M
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$3.12M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.05M

Top Sells

1
+$3.77M
2
+$3.01M
3
+$2.33M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.6M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.58M

Sector Composition

1 Technology 9.24%
2 Financials 5.66%
3 Consumer Discretionary 3.55%
4 Communication Services 3.08%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$434K 0.12%
9,924
+3,223
177
$432K 0.12%
6,640
-134
178
$429K 0.12%
1,810
+3
179
$418K 0.12%
+17,766
180
$415K 0.12%
17,404
+2,215
181
$409K 0.12%
12,463
+3,093
182
$406K 0.12%
11,508
+522
183
$403K 0.12%
16,305
184
$403K 0.12%
+12,343
185
$400K 0.11%
4,705
-4,026
186
$388K 0.11%
2,435
+181
187
$388K 0.11%
763
-11
188
$388K 0.11%
2,708
+191
189
$386K 0.11%
+2,879
190
$385K 0.11%
1,681
+298
191
$384K 0.11%
6,857
+1,982
192
$382K 0.11%
+4,932
193
$374K 0.11%
33,346
+17,099
194
$374K 0.11%
+3,872
195
$371K 0.11%
+51,476
196
$368K 0.11%
+4,864
197
$366K 0.1%
2,940
198
$364K 0.1%
4,318
+555
199
$364K 0.1%
8,345
-142
200
$362K 0.1%
5,407
+1,297
6 7
8
9 10