TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
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
+$2.45M
3
+$1.7M
4
ATVI
Activision Blizzard
ATVI
+$1.11M
5
PHDG icon
Invesco S&P 500 Downside Hedged ETF
PHDG
+$1.1M

Top Sells

1
+$2.95M
2
+$1.91M
3
+$1.4M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$942K
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
1001
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1002
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1003
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-641
1004
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1005
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-5
1006
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-2,000
1007
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-250
1008
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-50
1009
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-230
1010
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-4,348
1011
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1012
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-1,500
1013
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1014
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-510
1015
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-334
1016
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1017
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-200
1018
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-388
1019
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-4
1020
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1021
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1022
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-1,851
1023
– –
-2,732
1024
– –
-62
1025
– –
-235
39 40
41
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