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
$307M
AUM Growth
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$4.3M
3
+$4.17M
4
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$3.76M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$3.66M

Top Sells

1
+$3.63M
2
+$3.29M
3
+$3.03M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$2.62M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.47M

Sector Composition

1 Technology 9.56%
2 Financials 6.21%
3 Consumer Discretionary 3.65%
4 Healthcare 3.22%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$237K 0.08%
12,800
227
$237K 0.08%
5,428
-1,966
228
$232K 0.08%
23,333
-8,902
229
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+601
230
$229K 0.07%
+686
231
$229K 0.07%
4,637
-73
232
$228K 0.07%
10,696
-858
233
$224K 0.07%
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234
$222K 0.07%
1,617
-153
235
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236
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454
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237
$220K 0.07%
7,720
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238
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3,662
239
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240
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+6,655
241
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242
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243
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244
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245
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613
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246
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247
$209K 0.07%
+13,325
248
$208K 0.07%
7,050
-1,284
249
$206K 0.07%
+2,405
250
$205K 0.07%
+624
8 9
10
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