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
$311M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.63M
3
+$2.79M
4
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$1.53M
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$1.47M

Top Sells

1
+$2.65M
2
+$1.71M
3
+$1.48M
4
PTLO icon
Portillo's
PTLO
+$1.25M
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$1.14M

Sector Composition

1 Technology 9.41%
2 Financials 6.87%
3 Healthcare 3.84%
4 Consumer Discretionary 3.03%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1M 1%
41,455
+3,738
27
$2.91M 0.94%
79,940
+5,515
28
$2.9M 0.93%
15,586
-79
29
$2.86M 0.92%
8,862
+9
30
$2.81M 0.91%
133,899
+4,426
31
$2.76M 0.89%
27,380
+636
32
$2.53M 0.82%
54,461
-20,076
33
$2.51M 0.81%
13,993
+2,346
34
$2.4M 0.77%
8,492
-796
35
$2.34M 0.75%
11,096
+332
36
$2.28M 0.74%
4,681
-381
37
$2.23M 0.72%
19,420
+1,094
38
$2.21M 0.71%
43,629
-11,813
39
$2.08M 0.67%
69,050
+5,954
40
$2.07M 0.67%
81,955
-1,380
41
$2.04M 0.66%
37,298
-322
42
$2M 0.65%
20,887
+1,550
43
$1.94M 0.63%
43,260
-7,138
44
$1.93M 0.62%
9,593
-3,467
45
$1.9M 0.61%
45,322
+5,040
46
$1.78M 0.57%
33,724
-1,182
47
$1.76M 0.57%
7,633
-999
48
$1.76M 0.57%
83,757
+13,021
49
$1.71M 0.55%
15,034
-160
50
$1.7M 0.55%
4,346
+119
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