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
$160M
AUM Growth
-$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.42M
3
+$1.7M
4
PHDG icon
Invesco S&P 500 Downside Hedged ETF
PHDG
+$1.08M
5
ATVI
Activision Blizzard
ATVI
+$1.05M

Top Sells

1
+$2.72M
2
+$1.91M
3
+$1.24M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$852K
5
AD
Array Digital Infrastructure
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-24
402
– –
-9,983
403
– –
-67
404
– –
-230
405
– –
-35
406
– –
-30
407
– –
-303
408
– –
-46
409
– –
-193
410
– –
-1,851
411
– –
-900
412
– –
-11
413
– –
-1,860
414
– –
-665
415
– –
-800
416
– –
-6,100
417
– –
-260
418
– –
-402
419
– –
-1,931
420
– –
-3
421
– –
-100
422
– –
-510
423
– –
-1,000
424
– –
-871
425
– –
-97
15 16
17
18 19