TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $376M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$2.88M
3
+$2.23M
4
PSQ icon
ProShares Short QQQ
PSQ
+$1.88M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.59M

Top Sells

1
+$2.95M
2
+$2.38M
3
+$1.02M
4
FTNT icon
Fortinet
FTNT
+$965K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$947K

Sector Composition

1 Technology 10.47%
2 Healthcare 5.74%
3 Financials 5.36%
4 Consumer Discretionary 4.59%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$198K 0.08%
+16,708
227
$186K 0.08%
+11,344
228
$161K 0.07%
+13,563
229
$147K 0.06%
11,305
-1,423
230
$134K 0.05%
11,500
231
$127K 0.05%
11,040
232
– –
-4,319
233
– –
-5,547
234
– –
-17,802
235
– –
-1,404
236
– –
-8,440
237
– –
-4,000
238
– –
-20,350
239
– –
-5,636
240
– –
-10,265
241
– –
-6,069
242
– –
-7,043
243
– –
-1,790
244
– –
-6,532
245
– –
-16,445
246
– –
-5,010
247
– –
-16,350
248
– –
-11,730
249
– –
-558
250
– –
-149,190
7 8 9
10
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