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
$201M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.11M
3
+$2.74M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.37M
5
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$2.06M

Top Sells

1
+$6.56M
2
+$6.33M
3
+$2.78M
4
FHN icon
First Horizon
FHN
+$2.14M
5
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$2M

Sector Composition

1 Technology 12.85%
2 Healthcare 8.1%
3 Financials 4.59%
4 Consumer Discretionary 4.43%
5 Consumer Staples 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24M 11.89%
475,968
-125,703
2
$5.4M 2.68%
27,836
+2,204
3
$4.62M 2.29%
16,780
+8,601
4
$4.41M 2.19%
+136,654
5
$4.33M 2.15%
12,724
+340
6
$4.31M 2.14%
67,900
+48,986
7
$3.45M 1.71%
17,735
+236
8
$3.22M 1.6%
94,667
-1,020
9
$3.11M 1.55%
26,011
+5,373
10
$3.02M 1.5%
56,632
-1,936
11
$2.74M 1.36%
+46,667
12
$2.7M 1.34%
6,093
+225
13
$2.5M 1.24%
39,163
-1,537
14
$2.5M 1.24%
103,840
-49,724
15
$2.41M 1.2%
15,850
+5,089
16
$2.39M 1.19%
10,776
-61
17
$2.3M 1.14%
46,267
-131,848
18
$2.06M 1.02%
+20,665
19
$2M 0.99%
+20,689
20
$1.95M 0.97%
11,770
-271
21
$1.94M 0.96%
+44,988
22
$1.93M 0.96%
16,741
-10
23
$1.93M 0.96%
4,325
+44
24
$1.82M 0.9%
13,935
+1,056
25
$1.74M 0.86%
+46,885
1
2 3 4 5