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
$208M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$3.68M
3
+$2.01M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.67M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.11M

Top Sells

1
+$6.73M
2
+$2.74M
3
+$1.69M
4
ATVI
Activision Blizzard
ATVI
+$1.21M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.13M

Sector Composition

1 Technology 12.03%
2 Healthcare 7.06%
3 Financials 5.26%
4 Consumer Discretionary 5.13%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.2M 8.29%
342,205
-133,763
2
$5.37M 2.59%
+224,805
3
$5.37M 2.58%
20,177
+3,397
4
$4.91M 2.36%
28,654
+818
5
$4.51M 2.17%
142,540
+5,886
6
$4.39M 2.11%
79,039
+11,139
7
$4.28M 2.06%
10,011
+3,918
8
$3.96M 1.91%
12,547
-177
9
$3.7M 1.78%
28,266
+2,255
10
$3.68M 1.77%
+147,385
11
$2.89M 1.39%
56,007
-625
12
$2.86M 1.38%
10,651
-125
13
$2.82M 1.36%
68,387
+23,399
14
$2.74M 1.32%
30,004
+9,315
15
$2.67M 1.29%
18,147
+2,297
16
$2.52M 1.21%
75,454
-19,213
17
$2.5M 1.2%
14,253
-3,482
18
$2.27M 1.09%
22,789
+2,124
19
$2.19M 1.06%
37,819
-1,344
20
$2.08M 1%
44,367
+20,629
21
$2.08M 1%
23,442
+10,097
22
$2.01M 0.97%
+48,315
23
$2M 0.96%
4,664
+339
24
$1.86M 0.9%
77,770
-26,070
25
$1.86M 0.89%
14,623
+688
1
2 3 4 5