TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.77M
3
+$2.39M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$896K

Top Sells

1
+$561K
2
+$517K
3
+$309K
4
SAP icon
SAP
SAP
+$234K
5
CME icon
CME Group
CME
+$226K

Sector Composition

1 Healthcare 11.66%
2 Technology 10.68%
3 Consumer Discretionary 4.31%
4 Communication Services 4.04%
5 Financials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$776K 0.54%
4,882
+970
52
$761K 0.53%
3,588
+426
53
$754K 0.52%
+2,150
54
$736K 0.51%
5,531
+39
55
$729K 0.51%
6,075
-175
56
$708K 0.49%
32,605
-401
57
$703K 0.49%
12,514
+187
58
$666K 0.46%
6,079
-504
59
$652K 0.45%
11,090
+1,020
60
$644K 0.45%
17,508
-664
61
$638K 0.44%
65,205
-2,674
62
$628K 0.44%
12,596
-1,799
63
$619K 0.43%
3,230
-100
64
$605K 0.42%
3,393
-239
65
$604K 0.42%
4,377
+44
66
$603K 0.42%
5,631
-159
67
$601K 0.42%
4,660
+120
68
$599K 0.42%
+2,272
69
$598K 0.42%
2,580
70
$581K 0.4%
4,914
-589
71
$580K 0.4%
17,510
+351
72
$580K 0.4%
41,846
-1,085
73
$578K 0.4%
1,810
-115
74
$570K 0.4%
4,270
75
$555K 0.39%
3,453
-100
1 2
3
4 5