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
26
$1.49M 0.93%
21,805
+544
27
$1.48M 0.93%
41,281
-241
28
$1.47M 0.92%
18,356
-3,084
29
$1.42M 0.89%
85,239
-377
30
$1.39M 0.87%
6,482
-100
31
$1.36M 0.85%
15,844
+183
32
$1.32M 0.82%
16,399
-39
33
$1.31M 0.82%
27,732
-1,343
34
$1.3M 0.81%
2,567
-48
35
$1.29M 0.81%
11,416
-550
36
$1.29M 0.81%
21,415
-267
37
$1.26M 0.79%
12,084
+654
38
$1.2M 0.75%
5,165
+35
39
$1.19M 0.74%
24,755
-174
40
$1.12M 0.7%
20,380
-500
41
$1.08M 0.68%
+31,925
42
$1.06M 0.66%
14,305
+14,164
43
$1.05M 0.65%
64,641
-20,910
44
$1.03M 0.64%
12,216
-600
45
$1.02M 0.64%
27,994
-80
46
$996K 0.62%
5,552
+504
47
$961K 0.6%
33,650
-1,050
48
$957K 0.6%
37,120
+8,509
49
$935K 0.58%
3,501
+23
50
$933K 0.58%
29,420
-750
1
2
3 4 5