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
$174M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.45M
3
+$1.19M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.04M
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$1.04M

Top Sells

1
+$3.67M
2
+$2.61M
3
+$1.24M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$989K
5
SPT icon
Sprout Social
SPT
+$801K

Sector Composition

1 Healthcare 10.82%
2 Technology 10.47%
3 Consumer Discretionary 5.46%
4 Financials 5.32%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.53M 3.18%
22,756
-2,590
2
$4.48M 2.58%
34,475
-28,229
3
$4.22M 2.43%
19,735
-1,978
4
$4M 2.3%
46,313
+345
5
$3.97M 2.28%
70,407
+5,739
6
$3.46M 1.99%
15,626
-4,467
7
$3.26M 1.87%
13,827
+162
8
$3.14M 1.8%
25,683
+285
9
$3.05M 1.75%
47,760
-550
10
$2.88M 1.65%
40,646
-7,981
11
$2.82M 1.62%
44,699
12
$2.8M 1.61%
38,644
+25
13
$2.73M 1.57%
49,840
-1,450
14
$2.69M 1.55%
82,294
15
$2.44M 1.4%
+144,550
16
$2.42M 1.39%
19,875
-10,198
17
$2.31M 1.33%
45,273
-676
18
$2.31M 1.33%
19,603
-1,262
19
$2.15M 1.24%
5,428
-581
20
$2.07M 1.19%
20,080
-260
21
$2M 1.15%
12,137
+140
22
$1.8M 1.03%
35,400
+645
23
$1.79M 1.03%
50,996
24
$1.79M 1.03%
34,922
25
$1.68M 0.97%
4,225
+563
1
2 3 4 5