Total Clarity Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Qualcomm
QCOM
|
+$2.11M |
| 2 |
ProShares Short 7-10 Year Treasury
TBX
|
+$1.78M |
| 3 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$1.65M |
| 4 |
Kinder Morgan
KMI
|
+$1.49M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$1.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$3.41M |
| 2 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$2.27M |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$2.25M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.84M |
| 5 |
CrowdStrike
CRWD
|
+$1.59M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.61% |
| 2 | Healthcare | 10.52% |
| 3 | Financials | 7.77% |
| 4 | Consumer Discretionary | 6.18% |
| 5 | Materials | 4.55% |
Similar funds
Total Clarity Wealth Management's Q1 2022 Portfolio in Review
As of Q1 2022, Total Clarity Wealth Management held 1,001 positions worth $182M, down 17% from $220M the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Total Clarity Wealth Management withdrew a net $29.9M in Q1 2022, closing 777 positions and reducing 75 holdings. Its most notable exit was CrowdStrike, an estimated $1.59M position sold in full.
By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 15% a quarter earlier, followed by Healthcare and Financials.
Against the trend, Total Clarity Wealth Management opened a new position in ProShares Short 7-10 Year Treasury worth $1.83M.
- Total Clarity Wealth Management's largest Q1 2022 buy was ProShares Short 7-10 Year Treasury: 70,974 shares worth $1.83M.
- Total Clarity Wealth Management added most to Qualcomm in Q1 2022, an estimated $2.11M increase.
- Total Clarity Wealth Management's biggest Q1 2022 reduction was iShares iBoxx $ Investment Grade Corporate Bond ETF, cutting an estimated $3.41M.
- Total Clarity Wealth Management fully exited CrowdStrike in Q1 2022, selling an estimated $1.59M.
- Total Clarity Wealth Management's ten largest holdings make up 22% of its $182M portfolio in Q1 2022.
- Total Clarity Wealth Management opened 18 new positions and closed 777 in Q1 2022.
- Total Clarity Wealth Management's portfolio value fell 17% quarter-over-quarter to $182M.
Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.