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
$244M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$2.88M
3
+$2.23M
4
PSQ icon
ProShares Short QQQ
PSQ
+$1.88M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.59M

Top Sells

1
+$2.95M
2
+$2.38M
3
+$1.02M
4
FTNT icon
Fortinet
FTNT
+$965K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$947K

Sector Composition

1 Technology 10.47%
2 Healthcare 5.74%
3 Financials 5.36%
4 Consumer Discretionary 4.59%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 0.85%
54,824
+1,235
27
$2.06M 0.84%
4,306
-358
28
$2.06M 0.84%
5,022
+326
29
$2.05M 0.84%
20,640
-2,149
30
$2.04M 0.84%
40,492
+9,011
31
$2.01M 0.82%
30,201
+11,606
32
$2.01M 0.82%
11,157
+8,839
33
$1.88M 0.77%
+39,737
34
$1.85M 0.76%
36,055
-1,764
35
$1.84M 0.76%
60,061
+385
36
$1.82M 0.75%
5,110
+526
37
$1.79M 0.73%
36,080
+800
38
$1.78M 0.73%
16,300
-653
39
$1.66M 0.68%
10,612
+169
40
$1.63M 0.67%
45,359
-1,689
41
$1.6M 0.66%
29,120
-3,137
42
$1.58M 0.65%
21,881
-905
43
$1.58M 0.65%
9,268
-11
44
$1.57M 0.64%
74,047
+20,667
45
$1.5M 0.62%
6,341
-164
46
$1.44M 0.59%
81,853
-1,059
47
$1.44M 0.59%
+56,428
48
$1.42M 0.58%
51,760
-1,400
49
$1.4M 0.57%
27,622
+179
50
$1.38M 0.57%
28,841
+595
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