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
476
– –
-100
477
– –
-3
478
– –
-1,015
479
– –
-110
480
– –
-53
481
– –
-30
482
– –
-1
483
– –
-1,322
484
– –
-2,587
485
– –
-359
486
– –
-195
487
– –
-371
488
– –
-734
489
– –
-1
490
– –
-137
491
– –
-160
492
– –
-16
493
– –
-169
494
– –
-151
495
– –
-1,635
496
– –
-12
497
– –
-225
498
– –
-166
499
– –
-100
500
– –
-300
18 19
20
21 22