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
51
$931K 0.58%
3,484
-4,625
52
$887K 0.55%
6,608
+78
53
$883K 0.55%
9,254
+1,548
54
$833K 0.52%
22,832
-2,221
55
$813K 0.51%
2,947
+110
56
$789K 0.49%
18,038
+1,212
57
$772K 0.48%
20,342
+694
58
$767K 0.48%
15,305
-56
59
$767K 0.48%
17,500
-597
60
$752K 0.47%
3,135
+66
61
$747K 0.47%
3,236
+2
62
$695K 0.43%
29,812
+275
63
$676K 0.42%
4,584
-200
64
$672K 0.42%
2,493
65
$655K 0.41%
12,970
+4,948
66
$648K 0.41%
7,977
-1,804
67
$648K 0.41%
16,144
+14,472
68
$645K 0.4%
3,930
-7
69
$606K 0.38%
5,694
-270
70
$603K 0.38%
5,404
-223
71
$600K 0.38%
62,030
+4,349
72
$594K 0.37%
6,139
-212
73
$591K 0.37%
3,160
74
$588K 0.37%
4,721
+4,246
75
$583K 0.36%
6,682
+651
1 2
3
4 5