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
$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
101
$446K 0.28%
36,760
+390
102
$444K 0.28%
63,730
+38,612
103
$435K 0.27%
9,804
+205
104
$433K 0.27%
5,170
-37
105
$433K 0.27%
3,012
+160
106
$433K 0.27%
4,039
107
$429K 0.27%
+8,050
108
$422K 0.26%
23,020
+726
109
$422K 0.26%
11,452
+821
110
$421K 0.26%
8,855
111
$419K 0.26%
8,361
-350
112
$415K 0.26%
5,333
113
$413K 0.26%
29,360
+120
114
$408K 0.26%
1,237
115
$407K 0.25%
2,839
+4
116
$403K 0.25%
47,262
+36
117
$399K 0.25%
9,568
+1,505
118
$397K 0.25%
4,362
+2,871
119
$394K 0.25%
11,243
+1,459
120
$393K 0.25%
16,928
-2,177
121
$391K 0.24%
8,233
+4,426
122
$391K 0.24%
17,256
+4,446
123
$388K 0.24%
3,729
124
$387K 0.24%
10,494
-9,636
125
$386K 0.24%
1,455
+264
3 4
5
6 7