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
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.51M
3
+$5.21M
4
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$4.56M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Healthcare 7.89%
3 Financials 5.8%
4 Consumer Discretionary 3.75%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.93M 4.45%
+98,271
2
$5.51M 4.13%
+43,861
3
$5.21M 3.91%
+124,303
4
$4.56M 3.42%
+39,911
5
$3.67M 2.76%
+48,602
6
$3.44M 2.58%
+56,191
7
$2.94M 2.21%
+52,966
8
$2.79M 2.09%
+45,190
9
$2.78M 2.09%
+85,383
10
$2.59M 1.95%
+173,479
11
$2.34M 1.76%
+34,617
12
$2.23M 1.68%
+6,942
13
$2.19M 1.64%
+13,894
14
$2.17M 1.63%
+39,676
15
$1.86M 1.39%
+52,570
16
$1.83M 1.38%
+24,984
17
$1.74M 1.31%
+27,035
18
$1.72M 1.29%
+33,241
19
$1.66M 1.25%
+14,392
20
$1.65M 1.24%
+15,124
21
$1.65M 1.24%
+34,374
22
$1.53M 1.15%
+10,487
23
$1.4M 1.05%
+13,175
24
$1.33M 1%
+9,551
25
$1.33M 0.99%
+36,503
1
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