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
$208M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$3.68M
3
+$2.01M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.67M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.11M

Top Sells

1
+$6.73M
2
+$2.74M
3
+$1.69M
4
ATVI
Activision Blizzard
ATVI
+$1.21M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.13M

Sector Composition

1 Technology 12.03%
2 Healthcare 7.06%
3 Financials 5.26%
4 Consumer Discretionary 5.13%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$214K 0.1%
524
-86
202
$213K 0.1%
1,626
-21
203
$212K 0.1%
149,190
+58,081
204
$208K 0.1%
+1,790
205
$206K 0.1%
+6,768
206
$206K 0.1%
+7,121
207
$205K 0.1%
+1,015
208
$204K 0.1%
2,162
+146
209
$200K 0.1%
+10,265
210
$198K 0.1%
+10,848
211
$198K 0.1%
19,251
+9,144
212
$175K 0.08%
17,802
-1,625
213
$170K 0.08%
+11,335
214
$141K 0.07%
10,002
-712
215
$136K 0.07%
+12,728
216
$119K 0.06%
11,500
-500
217
$113K 0.05%
11,040
218
$12.6K 0.01%
384
-4,467
219
– –
-12,276
220
– –
-20,032
221
– –
-3,861
222
– –
-823
223
– –
-4,630
224
– –
-5,283
225
– –
-3,297
6 7 8
9
10