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
$160M
AUM Growth
-$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.42M
3
+$1.7M
4
PHDG icon
Invesco S&P 500 Downside Hedged ETF
PHDG
+$1.08M
5
ATVI
Activision Blizzard
ATVI
+$1.05M

Top Sells

1
+$2.72M
2
+$1.91M
3
+$1.24M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$852K
5
AD
Array Digital Infrastructure
AD
+$650K

Sector Composition

1 Technology 11.92%
2 Healthcare 10.76%
3 Financials 7.28%
4 Consumer Discretionary 6.84%
5 Materials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$579K 0.36%
6,732
-6,280
77
$576K 0.36%
7,577
78
$570K 0.36%
63,612
-1,125
79
$548K 0.34%
35,707
+18,263
80
$540K 0.34%
12,778
-595
81
$533K 0.33%
+22,180
82
$520K 0.33%
5,780
+200
83
$516K 0.32%
8,873
-151
84
$503K 0.31%
18,327
+909
85
$489K 0.31%
8,700
86
$489K 0.31%
2,963
-5,162
87
$487K 0.3%
2,739
+52
88
$487K 0.3%
11,274
+951
89
$476K 0.3%
3,076
+327
90
$470K 0.29%
+20,096
91
$469K 0.29%
1,649
-136
92
$467K 0.29%
7,369
-138
93
$467K 0.29%
8,135
+50
94
$463K 0.29%
4,417
+585
95
$460K 0.29%
9,196
+4,777
96
$458K 0.29%
3,624
+84
97
$458K 0.29%
3,085
-40
98
$451K 0.28%
2,288
+208
99
$449K 0.28%
21,466
100
$447K 0.28%
5,555
+100
2 3
4
5 6