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
$311M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.63M
3
+$2.79M
4
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$1.53M
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$1.47M

Top Sells

1
+$2.65M
2
+$1.71M
3
+$1.48M
4
PTLO icon
Portillo's
PTLO
+$1.25M
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$1.14M

Sector Composition

1 Technology 9.41%
2 Financials 6.87%
3 Healthcare 3.84%
4 Consumer Discretionary 3.03%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.54%
59,954
+279
52
$1.66M 0.53%
75,100
+12
53
$1.65M 0.53%
28,513
54
$1.64M 0.53%
3,115
+67
55
$1.53M 0.49%
+136,911
56
$1.47M 0.47%
+22,198
57
$1.45M 0.47%
11,414
+710
58
$1.45M 0.47%
35,672
+4
59
$1.44M 0.46%
56,165
+317
60
$1.4M 0.45%
15,414
+27
61
$1.4M 0.45%
58,610
-400
62
$1.38M 0.44%
21,267
-41,006
63
$1.32M 0.43%
10,489
-11,769
64
$1.31M 0.42%
12,332
+977
65
$1.29M 0.42%
8,701
+822
66
$1.28M 0.41%
47,995
-3,311
67
$1.26M 0.41%
5,601
+400
68
$1.21M 0.39%
6,145
+222
69
$1.2M 0.39%
23,917
+3,698
70
$1.2M 0.39%
4,153
+263
71
$1.19M 0.38%
38,371
+2,068
72
$1.19M 0.38%
11,102
-142
73
$1.14M 0.37%
12,030
+1,312
74
$1.14M 0.37%
22,589
+1,439
75
$1.13M 0.36%
18,918
-2,486
1 2
3
4 5