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
$244M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$2.88M
3
+$2.23M
4
PSQ icon
ProShares Short QQQ
PSQ
+$1.88M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.59M

Top Sells

1
+$2.95M
2
+$2.38M
3
+$1.02M
4
FTNT icon
Fortinet
FTNT
+$965K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$947K

Sector Composition

1 Technology 10.47%
2 Healthcare 5.74%
3 Financials 5.36%
4 Consumer Discretionary 4.59%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$996K 0.41%
+17,079
77
$990K 0.41%
37,915
-28,725
78
$981K 0.4%
+2,620
79
$974K 0.4%
18,844
+5,641
80
$944K 0.39%
19,129
+227
81
$935K 0.38%
18,696
+11,621
82
$882K 0.36%
2,148
-44
83
$879K 0.36%
4,566
+261
84
$877K 0.36%
7,204
+3,242
85
$862K 0.35%
6,159
-1,697
86
$860K 0.35%
8,769
+73
87
$852K 0.35%
43,606
-1,144
88
$839K 0.34%
5,412
-1,066
89
$774K 0.32%
3,113
+126
90
$764K 0.31%
45,548
+27
91
$757K 0.31%
14,565
+293
92
$748K 0.31%
+5,085
93
$743K 0.3%
25,875
+5,755
94
$735K 0.3%
+5,365
95
$735K 0.3%
3,661
+213
96
$733K 0.3%
2,114
-266
97
$730K 0.3%
14,453
-10,012
98
$726K 0.3%
3,160
+80
99
$724K 0.3%
1,698
-10
100
$720K 0.3%
2,428
-357
2 3
4
5 6