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
$307M
AUM Growth
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$4.3M
3
+$4.17M
4
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$3.76M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$3.66M

Top Sells

1
+$3.63M
2
+$3.29M
3
+$3.03M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$2.62M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.47M

Sector Composition

1 Technology 9.56%
2 Financials 6.21%
3 Consumer Discretionary 3.65%
4 Healthcare 3.22%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.07M 0.35%
1,830
+142
77
$1.07M 0.35%
6,010
-135
78
$1.06M 0.34%
18,384
-534
79
$1.05M 0.34%
30,241
-3,221
80
$1.05M 0.34%
9,458
-606
81
$998K 0.32%
5,176
+51
82
$991K 0.32%
+34,579
83
$988K 0.32%
16,765
-4,502
84
$967K 0.31%
15,813
-344
85
$964K 0.31%
16,287
-705
86
$962K 0.31%
38,979
-819
87
$953K 0.31%
19,725
-2,962
88
$944K 0.31%
1,867
89
$942K 0.31%
12,222
-29,233
90
$934K 0.3%
26,501
+3,362
91
$902K 0.29%
+14,924
92
$896K 0.29%
+16,391
93
$895K 0.29%
13,191
-820
94
$895K 0.29%
14,425
+386
95
$894K 0.29%
7,790
-11,630
96
$889K 0.29%
3,375
+1
97
$875K 0.28%
1,662
+48
98
$872K 0.28%
88,056
-13,494
99
$842K 0.27%
+8,491
100
$827K 0.27%
1,975
-13
2 3
4
5 6