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
$288M
AUM Growth
+$585K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$3.67M
3
+$2.16M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.09M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.64M

Top Sells

1
+$4.47M
2
+$3.54M
3
+$1.72M
4
MDLZ icon
Mondelez International
MDLZ
+$1.45M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.4M

Sector Composition

1 Technology 10.4%
2 Financials 6.01%
3 Healthcare 3.72%
4 Consumer Discretionary 3.57%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.2M 5.28%
302,618
+42,892
2
$12.1M 4.21%
483,064
+244,202
3
$7.65M 2.65%
20,981
-1,330
4
$6.5M 2.26%
265,964
-2,778
5
$6.22M 2.16%
13,913
+484
6
$5.87M 2.04%
27,859
-1,726
7
$5.21M 1.81%
106,953
+13,117
8
$4.9M 1.7%
9,008
-1,929
9
$4.85M 1.68%
48,783
+36,917
10
$4.78M 1.66%
86,122
-8,044
11
$4.72M 1.64%
38,191
-259
12
$4.1M 1.42%
22,517
-3,952
13
$3.9M 1.35%
35,360
-790
14
$3.76M 1.3%
62,273
-5,941
15
$3.75M 1.3%
65,036
+21,138
16
$3.55M 1.23%
132,032
+42,287
17
$3.5M 1.22%
100,049
-2,966
18
$3.42M 1.19%
6,251
+104
19
$3.36M 1.17%
97,946
+1,411
20
$3.25M 1.13%
74,537
-1,173
21
$3.06M 1.06%
5
22
$3.03M 1.05%
15,665
-811
23
$2.95M 1.02%
91,596
+385
24
$2.83M 0.98%
74,742
-387
25
$2.81M 0.97%
55,442
+13,147
1
2 3 4 5