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
$311M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.63M
3
+$2.79M
4
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$1.53M
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$1.47M

Top Sells

1
+$2.65M
2
+$1.71M
3
+$1.48M
4
PTLO icon
Portillo's
PTLO
+$1.25M
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$1.14M

Sector Composition

1 Technology 9.41%
2 Financials 6.87%
3 Healthcare 3.84%
4 Consumer Discretionary 3.03%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$229K 0.07%
17,469
+3,733
227
$227K 0.07%
2,242
+30
228
$226K 0.07%
+1,731
229
$222K 0.07%
+3,662
230
$221K 0.07%
783
-21
231
$219K 0.07%
+6,908
232
$216K 0.07%
+3,826
233
$215K 0.07%
12,982
+917
234
$215K 0.07%
3,030
-200
235
$213K 0.07%
12,800
236
$213K 0.07%
+4,710
237
$209K 0.07%
14,373
+615
238
$209K 0.07%
+5,736
239
$208K 0.07%
+2,767
240
$208K 0.07%
+9,910
241
$207K 0.07%
640
-131
242
$206K 0.07%
+1,044
243
$205K 0.07%
+2,277
244
$205K 0.07%
+14,442
245
$204K 0.07%
2,267
-681
246
$203K 0.07%
+3,205
247
$200K 0.06%
+1,200
248
$193K 0.06%
+160,505
249
$186K 0.06%
+16,518
250
$159K 0.05%
+29,170
8 9
10
11 12