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
$201M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.11M
3
+$2.74M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.37M
5
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$2.06M

Top Sells

1
+$6.56M
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
– –
-19,399
214
– –
-40,917
215
– –
-46,781
216
– –
-5,471
217
– –
-3,427
218
– –
-2,495
219
– –
-3,240
220
– –
-14,362
221
– –
-2,268
222
– –
-28,249
223
– –
-9,784
224
– –
-19,068
225
– –
-1,398
6 7 8
9
10