TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.77M
3
+$2.39M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$896K

Top Sells

1
+$561K
2
+$517K
3
+$309K
4
SAP icon
SAP
SAP
+$234K
5
CME icon
CME Group
CME
+$226K

Sector Composition

1 Healthcare 11.66%
2 Technology 10.68%
3 Consumer Discretionary 4.31%
4 Communication Services 4.04%
5 Financials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$350K 0.24%
4,270
102
$337K 0.23%
17,116
-2,400
103
$336K 0.23%
1,600
+55
104
$336K 0.23%
6,142
+807
105
$333K 0.23%
4,228
+350
106
$332K 0.23%
2,497
+97
107
$325K 0.23%
6,215
+850
108
$323K 0.22%
7,260
109
$318K 0.22%
4,605
+1,077
110
$317K 0.22%
1,619
+15
111
$314K 0.22%
6,215
+160
112
$302K 0.21%
2,963
-285
113
$298K 0.21%
2,730
114
$297K 0.21%
+3,188
115
$294K 0.2%
+1,365
116
$289K 0.2%
+1,593
117
$288K 0.2%
1,815
118
$287K 0.2%
18,665
-1,592
119
$285K 0.2%
3,552
-475
120
$278K 0.19%
596
121
$277K 0.19%
2,616
+281
122
$275K 0.19%
+1,170
123
$274K 0.19%
+3,956
124
$273K 0.19%
6,828
+60
125
$272K 0.19%
6,196
-735
3 4
5
6 7