TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.45M
3
+$1.19M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.04M
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$1.04M

Top Sells

1
+$3.67M
2
+$2.61M
3
+$1.24M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$989K
5
SPT icon
Sprout Social
SPT
+$801K

Sector Composition

1 Healthcare 10.82%
2 Technology 10.47%
3 Consumer Discretionary 5.46%
4 Financials 5.32%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$147K 0.08%
+1,330
202
$146K 0.08%
+2,800
203
$145K 0.08%
+1,909
204
$143K 0.08%
+605
205
$140K 0.08%
+868
206
$140K 0.08%
+8,640
207
$140K 0.08%
+2,616
208
$139K 0.08%
+2,878
209
$139K 0.08%
+3,925
210
$136K 0.08%
+1,050
211
$136K 0.08%
+2,575
212
$136K 0.08%
+616
213
$135K 0.08%
+4,529
214
$135K 0.08%
+1,775
215
$134K 0.08%
+7,166
216
$134K 0.08%
+6,147
217
$132K 0.08%
+1,588
218
$127K 0.07%
+740
219
$123K 0.07%
+419
220
$122K 0.07%
+2,959
221
$122K 0.07%
+4,950
222
$120K 0.07%
+640
223
$120K 0.07%
+1,118
224
$120K 0.07%
+2,525
225
$118K 0.07%
+2,564
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