TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.77M
3
+$2.39M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$896K

Top Sells

1
+$561K
2
+$517K
3
+$309K
4
SAP icon
SAP
SAP
+$234K
5
CME icon
CME Group
CME
+$226K

Sector Composition

1 Healthcare 11.66%
2 Technology 10.68%
3 Consumer Discretionary 4.31%
4 Communication Services 4.04%
5 Financials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 1.13%
5,190
-302
27
$1.47M 1.02%
13,764
+100
28
$1.38M 0.96%
3,662
+343
29
$1.3M 0.9%
16,684
+241
30
$1.3M 0.9%
7,960
31
$1.28M 0.89%
5,700
-150
32
$1.22M 0.85%
27,268
-4,621
33
$1.22M 0.85%
9,587
-44
34
$1.18M 0.82%
16,585
+470
35
$1.08M 0.75%
11,400
+340
36
$1.07M 0.74%
34,096
+3,207
37
$1.06M 0.74%
6,545
-100
38
$1.05M 0.73%
37,223
+1,267
39
$1M 0.7%
+8,067
40
$1M 0.69%
25,436
-13,152
41
$937K 0.65%
11,935
+440
42
$908K 0.63%
4,170
+280
43
$901K 0.63%
3,557
+32
44
$896K 0.62%
+13,017
45
$895K 0.62%
19,700
46
$853K 0.59%
+2,795
47
$837K 0.58%
8,868
-325
48
$835K 0.58%
3,631
+141
49
$809K 0.56%
2,265
-15
50
$779K 0.54%
20,951
+236
1
2
3 4 5