TCWM
Total Clarity Wealth Management Portfolio holdings
AUM
$349M
1-Year Return
13.67%
This Quarter Return
+7.27%
1 Year Return
+13.67%
3 Year Return
+48.16%
5 Year Return
+97.51%
10 Year Return
–
AUM
$133M
AUM Growth
–
Cap. Flow
+$133M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.58%
Holding
692
New
691
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
First Trust Capital Strength ETF
FTCS
|
+$5.93M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$5.51M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$5.21M |
| 4 |
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
|
+$4.56M |
| 5 |
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% |
