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
$349M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.4M
3
+$3.41M
4
XCEM icon
Columbia EM Core ex-China ETF
XCEM
+$3.12M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.05M

Top Sells

1
+$3.77M
2
+$3.01M
3
+$2.33M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.6M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.58M

Sector Composition

1 Technology 9.24%
2 Financials 5.66%
3 Consumer Discretionary 3.55%
4 Communication Services 3.08%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$360K 0.1%
7,071
+2,262
202
$359K 0.1%
12,456
+4,736
203
$354K 0.1%
19,537
-95
204
$351K 0.1%
6,743
-1,132
205
$346K 0.1%
716
+25
206
$342K 0.1%
+3,394
207
$341K 0.1%
+13,886
208
$339K 0.1%
+15,292
209
$335K 0.1%
+11,076
210
$333K 0.1%
756
+29
211
$333K 0.1%
7,169
+514
212
$328K 0.09%
+1,468
213
$328K 0.09%
2,550
214
$323K 0.09%
6,561
+1,081
215
$321K 0.09%
1,347
216
$319K 0.09%
6,613
+502
217
$319K 0.09%
4,507
+1,084
218
$310K 0.09%
2,913
-3,714
219
$310K 0.09%
+8,821
220
$305K 0.09%
2,593
-2,859
221
$290K 0.08%
3,165
-211
222
$289K 0.08%
+2,133
223
$285K 0.08%
+560
224
$281K 0.08%
+3,790
225
$280K 0.08%
+877
7 8
9
10 11