TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
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
251
– –
-1,404
252
– –
-8,440
253
– –
-384
254
– –
-5,617
255
– –
-1,297
256
– –
-23,305
257
– –
-20,350
7 8 9 10
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