TCWM
Total Clarity Wealth Management Portfolio holdings
AUM
$414M
1-Year Est. Return
20.03%
This Fund
S&P 500
1 Year Est. Return
+20.03%
AUM
$414M
AUM Growth
+$37.4M
(+9.9%)
Holding
337
Top Buys
| 1 | +$5.19M | |
| 2 | +$4.34M | |
| 3 | +$3.4M | |
| 4 |
Capital Group Short Duration Municipal Income ETF
CGSM
|
+$3.18M |
| 5 |
Franklin Dynamic Municipal Bond ETF
FLMI
|
+$2.07M |
Top Sells
| 1 | +$2.19M | |
| 2 | +$1.82M | |
| 3 | +$1.49M | |
| 4 |
VanEck Social Sentiment ETF
BUZZ
|
+$1.27M |
| 5 |
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
|
+$1.25M |
Sector Composition
| 1 | Technology | 8.86% |
| 2 | Financials | 5.44% |
| 3 | Industrials | 3.22% |
| 4 | Communication Services | 3.22% |
| 5 | Healthcare | 3.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Merck
MRK
$287B
| – | – |
-12,523
|
|
||
327
ServiceNow
NOW
$126B
| – | – |
-2,275
|
|
||
328
Novartis
NVS
$307B
| – | – |
-1,638
|
|
||
329
OneSpan
OSPN
$417M
| – | – |
-11,300
|
|
||
330
Paysign
PAYS
$212M
| – | – |
-95,152
|
|
||
331
Portillo's
PTLO
$370M
| – | – |
-37,788
|
|
||
332
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.71B
| – | – |
-11,638
|
|
||
333
D-Wave Quantum
QBTS
$6.96B
| – | – |
-16,910
|
|
||
334
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.17B
| – | – |
-2,027
|
|
||
335
uniQure
QURE
$663M
| – | – |
-7,608
|
|
||
336
Recursion Pharmaceuticals
RXRX
$1.84B
| – | – |
-31,600
|
|
||
337
Target
TGT
$54.5B
| – | – |
-4,669
|
|