TCWM
Total Clarity Wealth Management Portfolio holdings
AUM
$349M
1-Year Return
13.67%
This Quarter Return
-5.09%
1 Year Return
+13.67%
3 Year Return
+48.16%
5 Year Return
+97.51%
10 Year Return
–
AUM
$160M
AUM Growth
-$33.3M
(-17%)
Cap. Flow
-$24.2M
Cap. Flow
% of AUM
-15.14%
Top 10 Holdings %
Top 10 Hldgs %
20.17%
Holding
1,056
New
14
Increased
103
Reduced
86
Closed
825
Top Buys
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$2.75M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$2.42M |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$1.7M |
| 4 |
Invesco S&P 500 Downside Hedged ETF
PHDG
|
+$1.09M |
| 5 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$1.05M |
Top Sells
| 1 |
First Trust Capital Strength ETF
FTCS
|
+$2.72M |
| 2 |
ProShares Short 7-10 Year Treasury
TBX
|
+$1.91M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.24M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$852K |
| 5 |
AD
Array Digital Infrastructure, Inc.
AD
|
+$650K |
Sector Composition
| 1 | Technology | 11.92% |
| 2 | Healthcare | 10.76% |
| 3 | Financials | 7.28% |
| 4 | Consumer Discretionary | 6.84% |
| 5 | Materials | 5.35% |
