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
$184M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.67M
3
+$3.03M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.24M

Top Sells

1
+$1.67M
2
+$1.66M
3
+$1.64M
4
INTC icon
Intel
INTC
+$1.33M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.31M

Sector Composition

1 Technology 9.8%
2 Healthcare 8.58%
3 Consumer Discretionary 5.55%
4 Financials 4.96%
5 Consumer Staples 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.55%
15,880
52
$968K 0.53%
4,228
+207
53
$931K 0.51%
12,759
-750
54
$902K 0.49%
4,417
-2,754
55
$882K 0.48%
+29,728
56
$878K 0.48%
+9,993
57
$856K 0.46%
19,176
+827
58
$852K 0.46%
+18,890
59
$831K 0.45%
6,835
+4,327
60
$821K 0.45%
20,319
-2,964
61
$759K 0.41%
2,134
-389
62
$749K 0.41%
47,185
-35,616
63
$728K 0.4%
20,183
+11,329
64
$726K 0.39%
2,598
-762
65
$725K 0.39%
20,598
+9,640
66
$714K 0.39%
2,419
-383
67
$699K 0.38%
36,313
-1,185
68
$663K 0.36%
5,356
-201
69
$658K 0.36%
81,044
+50,452
70
$654K 0.36%
+19,833
71
$631K 0.34%
+18,809
72
$630K 0.34%
3,380
-965
73
$617K 0.34%
20,550
-1,150
74
$611K 0.33%
3,423
+3
75
$607K 0.33%
7,326
+1,679
1 2
3
4 5