TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $426M
1-Year Est. Return 23.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$64.7M
AUM Growth
-$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.23M
3
+$495K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$415K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$394K

Top Sells

1
+$5.51M
2
+$5.21M
3
+$4.56M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$3.44M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$3.35M

Sector Composition

1 Healthcare 14.47%
2 Technology 10.92%
3 Financials 5.9%
4 Consumer Discretionary 4.84%
5 Real Estate 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-398
677
– –
-14,021
678
– –
-56,191
679
– –
-66
680
– –
-300
681
– –
-100
682
– –
-200
683
– –
-700
684
– –
-114
685
– –
-250
686
– –
-3,925
687
– –
-500
688
– –
-470
689
– –
-200
690
– –
-320
691
– –
-3,193
692
– –
-2,689
693
– –
-342
694
– –
-245
695
– –
-1,820
24 25 26 27
28