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
$244M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$2.88M
3
+$2.23M
4
PSQ icon
ProShares Short QQQ
PSQ
+$1.88M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.59M

Top Sells

1
+$2.95M
2
+$2.38M
3
+$1.02M
4
FTNT icon
Fortinet
FTNT
+$965K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$947K

Sector Composition

1 Technology 10.47%
2 Healthcare 5.74%
3 Financials 5.36%
4 Consumer Discretionary 4.59%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.56%
50,842
+25,981
52
$1.36M 0.56%
7,732
+3,673
53
$1.36M 0.56%
4,950
-80
54
$1.34M 0.55%
32,992
+3,301
55
$1.34M 0.55%
4,532
-173
56
$1.3M 0.53%
2,475
+9
57
$1.27M 0.52%
+3,777
58
$1.25M 0.51%
21,570
+178
59
$1.23M 0.5%
50,758
-27,012
60
$1.22M 0.5%
2,044
+5
61
$1.22M 0.5%
+53,537
62
$1.21M 0.5%
47,161
+269
63
$1.17M 0.48%
11,485
+482
64
$1.14M 0.47%
9,737
+7,339
65
$1.14M 0.47%
11,405
-1,149
66
$1.13M 0.46%
11,759
-135
67
$1.12M 0.46%
15,881
-199
68
$1.08M 0.44%
2,471
+825
69
$1.06M 0.43%
48,998
+705
70
$1.05M 0.43%
8,222
+278
71
$1.05M 0.43%
5,847
+277
72
$1.04M 0.42%
3,988
+351
73
$1.03M 0.42%
43,266
-146
74
$1.01M 0.41%
20,219
+3,955
75
$1.01M 0.41%
20,221
+1,021
1 2
3
4 5