Total Clarity Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Rio Tinto
RIO
|
+$1.5M |
| 2 |
Devon Energy
DVN
|
+$1.42M |
| 3 |
Air Products & Chemicals
APD
|
+$1.25M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.05M |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$883K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Agency Bond ETF
AGZ
|
+$1.17M |
| 2 |
PetMed Express
PETS
|
+$1.15M |
| 3 |
CERN
Cerner Corp
CERN
|
+$1.14M |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$1.03M |
| 5 |
Canadian Pacific Kansas City
CP
|
+$787K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.04% |
| 2 | Healthcare | 10.71% |
| 3 | Financials | 6.97% |
| 4 | Consumer Discretionary | 5.97% |
| 5 | Materials | 4.85% |
Similar funds
Total Clarity Wealth Management's Q2 2022 Portfolio in Review
As of Q2 2022, Total Clarity Wealth Management held 1,051 positions worth $193M, up 6% from $182M the previous quarter. Its ten largest holdings account for 18% of the portfolio.
Total Clarity Wealth Management deployed $36.9M of net new capital in Q2 2022, opening 828 new positions and adding to 107 existing holdings. Its largest new stake was Rio Tinto: 20,880 shares worth $1.27M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 15% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was iShares Agency Bond ETF, an estimated $1.17M trimmed.
- Total Clarity Wealth Management's largest Q2 2022 buy was Rio Tinto: 20,880 shares worth $1.27M.
- Total Clarity Wealth Management added most to JPMorgan Ultra-Short Income ETF in Q2 2022, an estimated $1.05M increase.
- Total Clarity Wealth Management's biggest Q2 2022 reduction was iShares Agency Bond ETF, cutting an estimated $1.17M.
- Total Clarity Wealth Management fully exited PetMed Express in Q2 2022, selling an estimated $1.15M.
- Total Clarity Wealth Management's ten largest holdings make up 18% of its $193M portfolio in Q2 2022.
- Total Clarity Wealth Management opened 828 new positions and closed 9 in Q2 2022.
- Total Clarity Wealth Management's portfolio value rose 6% quarter-over-quarter to $193M.
Based on Total Clarity Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.