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
$307M
AUM Growth
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$4.3M
3
+$4.17M
4
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$3.76M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$3.66M

Top Sells

1
+$3.63M
2
+$3.29M
3
+$3.03M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$2.62M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.47M

Sector Composition

1 Technology 9.56%
2 Financials 6.21%
3 Consumer Discretionary 3.65%
4 Healthcare 3.22%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.51%
69,237
+51,356
52
$1.55M 0.5%
15,426
+12
53
$1.54M 0.5%
28,601
+88
54
$1.53M 0.5%
15,420
+386
55
$1.52M 0.5%
35,926
+254
56
$1.47M 0.48%
3,772
+1,608
57
$1.42M 0.46%
12,425
+1,936
58
$1.42M 0.46%
21,423
-775
59
$1.41M 0.46%
29,581
-4,143
60
$1.35M 0.44%
+65,819
61
$1.33M 0.43%
57,029
+864
62
$1.31M 0.43%
44,996
-24,054
63
$1.31M 0.43%
+42,271
64
$1.31M 0.42%
58,810
+200
65
$1.28M 0.41%
5,485
-116
66
$1.25M 0.41%
13,871
+1,977
67
$1.24M 0.4%
24,921
+1,004
68
$1.24M 0.4%
22,482
-30,995
69
$1.24M 0.4%
43,120
+14,235
70
$1.23M 0.4%
31,925
-48,015
71
$1.23M 0.4%
56,305
-25,650
72
$1.2M 0.39%
12,103
+1,001
73
$1.14M 0.37%
4,143
-10
74
$1.12M 0.36%
25,439
-29,022
75
$1.09M 0.35%
19,231
-208
1 2
3
4 5