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
$307M
AUM Growth
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$4.3M
3
+$4.17M
4
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$3.76M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$3.66M

Top Sells

1
+$3.63M
2
+$3.29M
3
+$3.03M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$2.62M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.47M

Sector Composition

1 Technology 9.56%
2 Financials 6.21%
3 Consumer Discretionary 3.65%
4 Healthcare 3.22%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.04M 0.99%
+31,010
27
$3.01M 0.98%
74,742
28
$2.82M 0.92%
4,792
-908
29
$2.77M 0.9%
+117,977
30
$2.75M 0.89%
15,454
+1,461
31
$2.74M 0.89%
21,731
-2,419
32
$2.71M 0.88%
81,467
-23,175
33
$2.69M 0.88%
11,235
+139
34
$2.66M 0.86%
97,384
-61,706
35
$2.45M 0.8%
8,438
-54
36
$2.43M 0.79%
64,408
-41,548
37
$2.39M 0.78%
4,666
-15
38
$2.35M 0.77%
41,768
-46,495
39
$2.35M 0.76%
9,018
+156
40
$2.25M 0.73%
+44,369
41
$2.17M 0.7%
102,775
-31,124
42
$2.15M 0.7%
42,554
-1,075
43
$2.13M 0.69%
20,112
+10,112
44
$2.08M 0.67%
75,757
+657
45
$1.89M 0.61%
18,848
-8,532
46
$1.68M 0.55%
41,946
-1,314
47
$1.64M 0.53%
3,042
-73
48
$1.62M 0.53%
7,633
49
$1.59M 0.52%
4,373
+27
50
$1.58M 0.51%
60,971
+1,017
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