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
$288M
AUM Growth
+$585K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$3.67M
3
+$2.16M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.09M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.64M

Top Sells

1
+$4.47M
2
+$3.54M
3
+$1.72M
4
MDLZ icon
Mondelez International
MDLZ
+$1.45M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.4M

Sector Composition

1 Technology 10.4%
2 Financials 6.01%
3 Healthcare 3.72%
4 Consumer Discretionary 3.57%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$266K 0.09%
691
+40
202
$266K 0.09%
1,640
+165
203
$266K 0.09%
4,156
-322
204
$262K 0.09%
2,948
-178
205
$262K 0.09%
3,830
206
$261K 0.09%
+9,050
207
$257K 0.09%
1,763
-83
208
$255K 0.09%
3,040
-37
209
$255K 0.09%
5,034
210
$255K 0.09%
+2,519
211
$252K 0.09%
9,470
-1,175
212
$251K 0.09%
+8,216
213
$250K 0.09%
8,754
-1,621
214
$250K 0.09%
+3,219
215
$250K 0.09%
667
216
$250K 0.09%
1,550
-420
217
$248K 0.09%
1,408
-161
218
$242K 0.08%
4,110
+272
219
$241K 0.08%
2,262
-176
220
$235K 0.08%
6,750
-1,600
221
$230K 0.08%
771
-153
222
$230K 0.08%
6,660
-536
223
$230K 0.08%
6,649
-120
224
$221K 0.08%
+12,550
225
$218K 0.08%
3,230
-160
7 8
9
10 11