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
$184M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.67M
3
+$3.03M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.24M

Top Sells

1
+$1.67M
2
+$1.66M
3
+$1.64M
4
INTC icon
Intel
INTC
+$1.33M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.31M

Sector Composition

1 Technology 9.8%
2 Healthcare 8.58%
3 Consumer Discretionary 5.55%
4 Financials 4.96%
5 Consumer Staples 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$606K 0.33%
+6,599
77
$605K 0.33%
11,076
+6,308
78
$599K 0.33%
1,649
-29
79
$584K 0.32%
33,586
+2,840
80
$579K 0.31%
52,468
+1,947
81
$576K 0.31%
4,914
+229
82
$559K 0.3%
15,920
+7,162
83
$557K 0.3%
+6,530
84
$545K 0.3%
4,172
-36
85
$532K 0.29%
3,160
86
$516K 0.28%
+44,100
87
$510K 0.28%
+3,864
88
$499K 0.27%
+9,212
89
$497K 0.27%
6,649
-2,876
90
$490K 0.27%
3,001
-509
91
$469K 0.25%
3,622
+146
92
$463K 0.25%
11,028
+828
93
$456K 0.25%
7,561
-500
94
$452K 0.25%
+9,414
95
$448K 0.24%
19,068
-5,628
96
$448K 0.24%
8,578
-8,434
97
$439K 0.24%
4,336
-1,980
98
$432K 0.23%
2,722
-145
99
$430K 0.23%
+9,971
100
$426K 0.23%
15,330
-4,870
2 3
4
5 6