TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $426M
1-Year Est. Return 23.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.2M
3
+$1.46M
4
UPS icon
United Parcel Service
UPS
+$1.13M
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$1.12M

Top Sells

1
+$2.44M
2
+$2.26M
3
+$1.48M
4
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$1.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.32M

Sector Composition

1 Technology 10.55%
2 Financials 5.7%
3 Communication Services 3.92%
4 Industrials 3.21%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$456K 0.12%
1,795
-15
177
$455K 0.12%
10,391
-675
178
$453K 0.12%
1,014
-65
179
$444K 0.12%
7,608
-4,842
180
$436K 0.12%
16,976
-428
181
$436K 0.12%
3,067
-311
182
$435K 0.12%
6,529
-111
183
$432K 0.11%
16,727
+422
184
$424K 0.11%
8,592
-1,575
185
$423K 0.11%
181
-36
186
$420K 0.11%
11,058
-450
187
$419K 0.11%
+4,669
188
$419K 0.11%
2,275
-260
189
$418K 0.11%
16,910
-48,791
190
$415K 0.11%
7,214
+471
191
$408K 0.11%
+7,739
192
$401K 0.11%
5,532
+125
193
$388K 0.1%
1,136
-2,091
194
$386K 0.1%
8,110
-235
195
$384K 0.1%
+417
196
$383K 0.1%
10,775
-1,568
197
$378K 0.1%
2,459
+24
198
$374K 0.1%
7,335
+264
199
$365K 0.1%
+1,930
200
$363K 0.1%
7,810
-2,114
6 7
8
9 10