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
$311M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.63M
3
+$2.79M
4
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$1.53M
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$1.47M

Top Sells

1
+$2.65M
2
+$1.71M
3
+$1.48M
4
PTLO icon
Portillo's
PTLO
+$1.25M
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$1.14M

Sector Composition

1 Technology 9.41%
2 Financials 6.87%
3 Healthcare 3.84%
4 Consumer Discretionary 3.03%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.12M 0.36%
19,439
+4,072
77
$1.1M 0.36%
22,687
+13,672
78
$1.1M 0.35%
11,097
-31
79
$1.09M 0.35%
1,867
80
$1.08M 0.35%
+10,000
81
$1.07M 0.35%
39,798
-244
82
$1.07M 0.35%
101,550
+29,367
83
$1.04M 0.33%
50,448
+1,200
84
$1.03M 0.33%
14,011
-11,878
85
$1.02M 0.33%
43,671
+21,618
86
$1.02M 0.33%
3,374
-115
87
$983K 0.32%
22,700
+1,284
88
$972K 0.31%
5,125
+491
89
$966K 0.31%
1,688
-9
90
$966K 0.31%
10,064
+368
91
$960K 0.31%
11,894
+1,760
92
$948K 0.31%
8,088
-2,643
93
$948K 0.31%
1,988
94
$926K 0.3%
+16,157
95
$914K 0.29%
1,032
+2
96
$904K 0.29%
16,992
+5,785
97
$877K 0.28%
2,164
-16
98
$858K 0.28%
14,039
+8,564
99
$843K 0.27%
23,139
+7,845
100
$836K 0.27%
28,885
+2,129
2 3
4
5 6