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
$184M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.67M
3
+$3.03M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.24M

Top Sells

1
+$1.67M
2
+$1.66M
3
+$1.64M
4
INTC icon
Intel
INTC
+$1.33M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.31M

Sector Composition

1 Technology 9.8%
2 Healthcare 8.58%
3 Consumer Discretionary 5.55%
4 Financials 4.96%
5 Consumer Staples 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 0.87%
22,921
-50
27
$1.6M 0.87%
19,399
-588
28
$1.54M 0.84%
40,917
-821
29
$1.53M 0.83%
13,992
+6,398
30
$1.51M 0.82%
5,250
31
$1.46M 0.8%
83,622
-2,831
32
$1.42M 0.77%
+10,761
33
$1.41M 0.77%
51,328
-806
34
$1.37M 0.74%
30,460
+14,634
35
$1.37M 0.74%
30,235
-812
36
$1.33M 0.72%
12,879
-1,348
37
$1.31M 0.71%
26,014
+17,258
38
$1.29M 0.7%
2,739
+3
39
$1.25M 0.68%
12,015
-154
40
$1.25M 0.68%
6,099
-202
41
$1.24M 0.67%
+18,914
42
$1.23M 0.67%
14,370
+470
43
$1.22M 0.66%
13,352
-11,316
44
$1.2M 0.65%
10,849
+5,484
45
$1.16M 0.63%
8,922
-3,651
46
$1.14M 0.62%
3,553
+61
47
$1.13M 0.61%
23,653
-708
48
$1.12M 0.61%
7,031
-29
49
$1.07M 0.58%
3,469
-386
50
$1.06M 0.58%
29,420
1
2
3 4 5