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
$376M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.21M
3
+$1.46M
4
NBIS
Nebius Group N.V.
NBIS
+$1.22M
5
LUMN icon
Lumen
LUMN
+$1.17M

Top Sells

1
+$2.44M
2
+$2.26M
3
+$1.53M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.53M
5
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$1.41M

Sector Composition

1 Technology 10.55%
2 Financials 5.7%
3 Communication Services 3.92%
4 Industrials 3.21%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
101
Vanguard S&P 500 ETF
VOO
$807B
$1.01M 0.27%
1,650
-5
JPST icon
102
JPMorgan Ultra-Short Income ETF
JPST
$35B
$1.01M 0.27%
19,895
+4,075
VRT icon
103
Vertiv
VRT
$69.5B
$1M 0.27%
6,629
+47
AIG icon
104
American International
AIG
$41.4B
$979K 0.26%
+12,470
BP icon
105
BP
BP
$93.2B
$972K 0.26%
28,193
-163
IONQ icon
106
IonQ
IONQ
$18.8B
$959K 0.26%
15,600
+695
TMUS icon
107
T-Mobile US
TMUS
$235B
$955K 0.25%
3,991
+2,644
GSY icon
108
Invesco Ultra Short Duration ETF
GSY
$3.22B
$934K 0.25%
18,597
+354
IVW icon
109
iShares S&P 500 Growth ETF
IVW
$67.4B
$908K 0.24%
7,519
-245
KD icon
110
Kyndryl
KD
$6.04B
$902K 0.24%
+30,042
MA icon
111
Mastercard
MA
$492B
$901K 0.24%
1,583
+56
RSP icon
112
Invesco S&P 500 Equal Weight ETF
RSP
$75.2B
$884K 0.24%
4,661
+357
PFE icon
113
Pfizer
PFE
$146B
$878K 0.23%
+34,461
SCHG icon
114
Schwab US Large-Cap Growth ETF
SCHG
$52.9B
$872K 0.23%
27,339
-2,082
QTEC icon
115
First Trust NASDAQ-100 Technology Index Fund
QTEC
$3.08B
$864K 0.23%
3,762
+50
SNAP icon
116
Snap
SNAP
$13.5B
$852K 0.23%
+110,456
TM icon
117
Toyota
TM
$256B
$847K 0.23%
4,434
+1,435
LONZ icon
118
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$492M
$844K 0.22%
16,521
+619
HD icon
119
Home Depot
HD
$351B
$835K 0.22%
2,060
+86
HELO icon
120
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.52B
$815K 0.22%
12,539
-1,055
PPA icon
121
Invesco Aerospace & Defense ETF
PPA
$6.53B
$812K 0.22%
5,221
-738
SMH icon
122
VanEck Semiconductor ETF
SMH
$36.9B
$810K 0.22%
2,482
+23
TEM
123
Tempus AI
TEM
$13.4B
$805K 0.21%
9,969
-510
AAL icon
124
American Airlines Group
AAL
$9.6B
$800K 0.21%
71,179
+37,833
PRU icon
125
Prudential Financial
PRU
$38.8B
$796K 0.21%
+7,674
3 4
5
6 7