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
$109M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$4.97M
3
+$3.33M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.23M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.78M

Top Sells

1
+$1.95M
2
+$1.8M
3
+$498K
4
RTN
Raytheon Company
RTN
+$487K
5
WPC icon
W.P. Carey
WPC
+$366K

Sector Composition

1 Technology 12.01%
2 Healthcare 11.63%
3 Financials 4.1%
4 Consumer Discretionary 3.72%
5 Communication Services 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.48M 6.87%
55,607
+51,707
2
$4.97M 4.56%
+25,887
3
$3.49M 3.21%
51,846
-1,451
4
$3.33M 3.06%
+20,321
5
$3.23M 2.97%
+22,202
6
$2.89M 2.65%
52,579
-3,187
7
$2.79M 2.57%
13,734
+431
8
$2.78M 2.55%
+28,950
9
$2.4M 2.21%
41,147
+968
10
$2.23M 2.05%
24,488
-924
11
$2.14M 1.96%
6,928
+4
12
$2.09M 1.92%
82,294
-2,038
13
$2.06M 1.89%
39,842
+891
14
$1.99M 1.82%
+48,743
15
$1.83M 1.68%
15,101
-481
16
$1.68M 1.54%
28,582
+20,258
17
$1.59M 1.46%
11,329
+450
18
$1.56M 1.43%
6,313
+1,414
19
$1.56M 1.43%
33,354
-1,046
20
$1.5M 1.38%
+17,635
21
$1.48M 1.36%
29,207
+11,030
22
$1.48M 1.35%
5,706
+78
23
$1.41M 1.3%
12,625
24
$1.29M 1.19%
9,360
-340
25
$1.22M 1.12%
21,989
+12,958
1
2 3 4 5