TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $426M
1-Year Est. Return 23.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.2M
3
+$1.46M
4
UPS icon
United Parcel Service
UPS
+$1.13M
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$1.12M

Top Sells

1
+$2.44M
2
+$2.26M
3
+$1.48M
4
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$1.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.32M

Sector Composition

1 Technology 10.55%
2 Financials 5.7%
3 Communication Services 3.92%
4 Industrials 3.21%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$359K 0.1%
+10,021
202
$358K 0.1%
2,680
-260
203
$354K 0.09%
+6,358
204
$352K 0.09%
6,716
+103
205
$348K 0.09%
762
-1
206
$347K 0.09%
+3,189
207
$340K 0.09%
1,508
+40
208
$339K 0.09%
19,749
+212
209
$334K 0.09%
1,196
+237
210
$329K 0.09%
7,193
-3,453
211
$318K 0.08%
1,440
-241
212
$316K 0.08%
+6,976
213
$314K 0.08%
3,740
-50
214
$313K 0.08%
8,628
-193
215
$312K 0.08%
+2,141
216
$311K 0.08%
2,133
217
$307K 0.08%
1,252
+139
218
$307K 0.08%
4,626
+119
219
$307K 0.08%
721
+5
220
$303K 0.08%
653
-103
221
$302K 0.08%
6,367
+1,351
222
$302K 0.08%
6,655
-514
223
$300K 0.08%
2,422
+131
224
$296K 0.08%
18,833
+118
225
$294K 0.08%
+4,172
7 8
9
10 11