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
676
– –
-400
677
– –
-704
678
– –
-260
679
– –
-962
680
– –
-44
681
– –
-600
682
– –
-97
683
– –
-4,237
684
– –
-11
685
– –
-1,860
686
– –
-665
687
– –
-260
688
– –
-402
689
– –
-1,931
690
– –
-3
691
– –
-100
692
– –
-53
693
– –
-37
694
– –
-488
695
– –
-141
696
– –
-1,053
697
– –
-150
698
– –
-430
699
– –
-609
700
– –
-510
26 27
28
29 30