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
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.51M
3
+$5.21M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$4.56M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Healthcare 7.89%
3 Financials 5.8%
4 Consumer Discretionary 3.75%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$83K 0.06%
+5,600
202
$83K 0.06%
+879
203
$82K 0.06%
+808
204
$81K 0.06%
+1,500
205
$80K 0.06%
+1,500
206
$80K 0.06%
+887
207
$80K 0.06%
+1,900
208
$80K 0.06%
+704
209
$80K 0.06%
+581
210
$79K 0.06%
+600
211
$75K 0.06%
+66
212
$75K 0.06%
+5,300
213
$74K 0.06%
+2,000
214
$74K 0.06%
+1,100
215
$73K 0.05%
+1,780
216
$72K 0.05%
+400
217
$72K 0.05%
+245
218
$72K 0.05%
+210
219
$70K 0.05%
+2,350
220
$69K 0.05%
+653
221
$68K 0.05%
+1,333
222
$68K 0.05%
+730
223
$68K 0.05%
+3,193
224
$66K 0.05%
+1,497
225
$66K 0.05%
+1,469
7 8
9
10 11