TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.77M
3
+$2.39M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$896K

Top Sells

1
+$561K
2
+$517K
3
+$309K
4
SAP icon
SAP
SAP
+$234K
5
CME icon
CME Group
CME
+$226K

Sector Composition

1 Healthcare 11.66%
2 Technology 10.68%
3 Consumer Discretionary 4.31%
4 Communication Services 4.04%
5 Financials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$554K 0.38%
4,884
-393
77
$519K 0.36%
9,610
-1,380
78
$501K 0.35%
12,150
+625
79
$495K 0.34%
8,535
-690
80
$491K 0.34%
8,994
-78
81
$481K 0.33%
4,255
+120
82
$479K 0.33%
9,972
-390
83
$478K 0.33%
2,079
-95
84
$474K 0.33%
+2,604
85
$471K 0.33%
+2,670
86
$465K 0.32%
2,123
+43
87
$463K 0.32%
2,155
+21
88
$444K 0.31%
3,885
+11
89
$443K 0.31%
33,920
-3,360
90
$412K 0.29%
4,540
91
$412K 0.29%
3,058
-100
92
$410K 0.28%
4,932
-1,000
93
$407K 0.28%
2,016
+46
94
$402K 0.28%
7,505
-557
95
$394K 0.27%
+4,135
96
$385K 0.27%
5,636
-2,690
97
$381K 0.26%
5,777
-185
98
$381K 0.26%
+9,551
99
$375K 0.26%
3,200
+810
100
$357K 0.25%
1,687
2 3
4
5 6