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
$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
+$2.42M
3
+$1.7M
4
PHDG icon
Invesco S&P 500 Downside Hedged ETF
PHDG
+$1.08M
5
ATVI
Activision Blizzard
ATVI
+$1.05M

Top Sells

1
+$2.72M
2
+$1.91M
3
+$1.24M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$852K
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
1026
– –
-175
1027
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1028
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-68
1029
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-199
1030
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-105
1031
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-714
1032
– –
-428
1033
– –
-742
1034
– –
-425
1035
– –
-595
1036
– –
-32
1037
– –
-98
1038
– –
-75
1039
– –
-866
1040
– –
-780
1041
– –
-209
1042
– –
-22
1043
– –
-53
1044
– –
-37
1045
– –
-488
1046
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1047
– –
-1,053
1048
– –
-150
1049
– –
-430
1050
– –
-609
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