TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $426M
1-Year Est. Return 23.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.62%
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
+$5.08M
2
+$2.71M
3
+$2.1M
4
PSQ icon
ProShares Short QQQ
PSQ
+$2.06M
5
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$1.64M

Top Sells

1
+$2.96M
2
+$2.18M
3
+$988K
4
FTNT icon
Fortinet
FTNT
+$965K
5
AMT icon
American Tower
AMT
+$927K

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
– –
-23,305
233
– –
-4,000
234
– –
-5,636
235
– –
-10,265
236
– –
-6,069
237
– –
-7,043
238
– –
-1,790
239
– –
-20,350
240
– –
-6,532
241
– –
-16,445
242
– –
-5,010
243
– –
-16,350
244
– –
-11,730
245
– –
-558
246
– –
-149,190
247
– –
-6,246
248
– –
-6,009
249
– –
-11,335
250
– –
-4,319
7 8 9
10
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