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
$196M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$3.63M
3
+$2.08M
4
WBA
Walgreens Boots Alliance
WBA
+$1.85M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$1.72M

Top Sells

1
+$3.7M
2
+$3.69M
3
+$2.15M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.57M
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$1.48M

Sector Composition

1 Healthcare 10.59%
2 Technology 9.42%
3 Financials 6.81%
4 Consumer Discretionary 5.98%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$231K 0.12%
6,852
-890
202
$230K 0.12%
3,600
-69
203
$228K 0.12%
+1,490
204
$227K 0.12%
+3,181
205
$226K 0.12%
+17,109
206
$221K 0.11%
5,500
207
$221K 0.11%
+1,030
208
$219K 0.11%
4,169
-756
209
$217K 0.11%
1,315
-48
210
$213K 0.11%
+2,671
211
$209K 0.11%
+2,205
212
$209K 0.11%
2,930
-17,450
213
$206K 0.1%
3,522
+28
214
$206K 0.1%
976
-47
215
$205K 0.1%
+612
216
$202K 0.1%
+4,937
217
$202K 0.1%
3,662
-155
218
$201K 0.1%
+3,969
219
$200K 0.1%
+1,429
220
$194K 0.1%
+37,206
221
$188K 0.1%
11,786
+451
222
$131K 0.07%
+11,051
223
$127K 0.06%
15,972
224
– –
-28,022
225
– –
-3,253
7 8
9
10 11