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
$376M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.21M
3
+$1.46M
4
NBIS
Nebius Group N.V.
NBIS
+$1.22M
5
LUMN icon
Lumen
LUMN
+$1.17M

Top Sells

1
+$2.44M
2
+$2.26M
3
+$1.53M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.53M
5
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$1.41M

Sector Composition

1 Technology 10.55%
2 Financials 5.7%
3 Communication Services 3.92%
4 Industrials 3.21%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRWD icon
251
CrowdStrike
CRWD
$131B
$239K 0.06%
487
-73
ZIM icon
252
ZIM Integrated Shipping Services
ZIM
$2.43B
$238K 0.06%
17,594
+6,764
T icon
253
AT&T
T
$181B
$233K 0.06%
8,257
-6
BF.B icon
254
Brown-Forman Class B
BF.B
$14.2B
$231K 0.06%
+8,521
BAC icon
255
Bank of America
BAC
$396B
$229K 0.06%
4,436
-21
LNT icon
256
Alliant Energy
LNT
$16.8B
$227K 0.06%
3,362
-300
VCIT icon
257
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$226K 0.06%
2,687
-599
BBIO icon
258
BridgeBio Pharma
BBIO
$14B
$226K 0.06%
+4,350
TFC icon
259
Truist Financial
TFC
$61B
$225K 0.06%
4,924
-34
COF icon
260
Capital One
COF
$147B
$223K 0.06%
1,047
IJT icon
261
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.43B
$221K 0.06%
+1,562
VONV icon
262
Vanguard Russell 1000 Value ETF
VONV
$14.9B
$221K 0.06%
+2,470
MBB icon
263
iShares MBS ETF
MBB
$39.1B
$218K 0.06%
2,293
+86
CBRL icon
264
Cracker Barrel
CBRL
$617M
$214K 0.06%
+4,861
NI icon
265
NiSource
NI
$19.9B
$212K 0.06%
+4,900
IWN icon
266
iShares Russell 2000 Value ETF
IWN
$11.9B
$212K 0.06%
1,200
-1,999
IVE icon
267
iShares S&P 500 Value ETF
IVE
$47.4B
$212K 0.06%
1,026
-18
NVS icon
268
Novartis
NVS
$255B
$210K 0.06%
1,638
-192
XMHQ icon
269
Invesco S&P MidCap Quality ETF
XMHQ
$5.15B
$208K 0.06%
1,984
-214
HWM icon
270
Howmet Aerospace
HWM
$77.1B
$208K 0.06%
1,061
-86
TLT icon
271
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
$208K 0.06%
+2,323
QQQE icon
272
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.27B
$206K 0.05%
2,027
-10
FUMB icon
273
First Trust Ultra Short Duration Municipal ETF
FUMB
$218M
$204K 0.05%
10,139
HOOD icon
274
Robinhood
HOOD
$118B
$203K 0.05%
+1,418
COR icon
275
Cencora
COR
$65.5B
$203K 0.05%
648
-90
9 10
11
12 13