TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.14M
3
+$2.78M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.19M
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$2.05M

Top Sells

1
+$6.54M
2
+$6.33M
3
+$2.78M
4
FHN icon
First Horizon
FHN
+$2.14M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$2M

Sector Composition

1 Technology 12.85%
2 Healthcare 8.1%
3 Financials 4.59%
4 Consumer Discretionary 4.43%
5 Consumer Staples 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$206K 0.1%
91,109
+26,718
202
$205K 0.1%
+823
203
$205K 0.1%
+1,796
204
$201K 0.1%
6,012
-915
205
$201K 0.1%
+2,016
206
$171K 0.08%
19,427
-61,617
207
$169K 0.08%
+30,300
208
$162K 0.08%
12,785
+1,049
209
$140K 0.07%
12,000
210
$132K 0.07%
+17,547
211
$131K 0.07%
+10,107
212
$120K 0.06%
11,040
213
– –
-9,212
214
– –
-47,185
215
– –
-40,917
216
– –
-120,100
217
– –
-46,781
218
– –
-5,471
219
– –
-3,427
220
– –
-2,495
221
– –
-3,240
222
– –
-2,268
223
– –
-28,249
224
– –
-9,784
225
– –
-19,068
6 7 8
9
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