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
$196M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$3.63M
3
+$2.08M
4
WBA
Walgreens Boots Alliance
WBA
+$1.85M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$1.72M

Top Sells

1
+$3.7M
2
+$3.69M
3
+$2.15M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.57M
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$1.48M

Sector Composition

1 Healthcare 10.59%
2 Technology 9.42%
3 Financials 6.81%
4 Consumer Discretionary 5.98%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.3M 12.91%
504,250
+465,854
2
$5.13M 2.61%
104,075
+73,643
3
$4.36M 2.22%
18,189
+366
4
$4.09M 2.08%
68,836
+22,496
5
$3.65M 1.86%
28,096
-66
6
$3.59M 1.83%
148,864
+35,258
7
$3.54M 1.8%
70,582
+23,195
8
$3.29M 1.68%
20,077
-2,726
9
$3.02M 1.54%
59,855
+2,982
10
$3M 1.53%
122,600
11
$2.87M 1.46%
39,949
+606
12
$2.82M 1.44%
10,755
+170
13
$2.79M 1.42%
76,411
+650
14
$2.78M 1.41%
15,715
+18
15
$2.62M 1.34%
6,860
-250
16
$2.22M 1.13%
24,668
+6,312
17
$2.08M 1.06%
+29,117
18
$1.94M 0.99%
17,500
+1,656
19
$1.88M 0.96%
21,358
-2,006
20
$1.87M 0.95%
37,181
+24,211
21
$1.85M 0.94%
+49,450
22
$1.75M 0.89%
8,189
-1,127
23
$1.72M 0.88%
+19,987
24
$1.69M 0.86%
12,573
+489
25
$1.68M 0.85%
21,895
+90
1
2 3 4 5