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
$184M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.67M
3
+$3.03M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.24M

Top Sells

1
+$1.67M
2
+$1.66M
3
+$1.64M
4
INTC icon
Intel
INTC
+$1.33M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.31M

Sector Composition

1 Technology 9.8%
2 Healthcare 8.58%
3 Consumer Discretionary 5.55%
4 Financials 4.96%
5 Consumer Staples 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$421K 0.23%
27,413
-3,792
102
$419K 0.23%
2,819
-986
103
$418K 0.23%
10,745
-18,587
104
$414K 0.22%
5,140
-2,043
105
$404K 0.22%
1,075
-31
106
$398K 0.22%
2,864
-33
107
$396K 0.22%
24,885
+13,099
108
$395K 0.21%
3,997
-133
109
$394K 0.21%
+23,650
110
$392K 0.21%
6,427
111
$392K 0.21%
7,620
+75
112
$391K 0.21%
1,240
-25
113
$370K 0.2%
7,165
-165
114
$356K 0.19%
1,037
-178
115
$346K 0.19%
3,032
+578
116
$337K 0.18%
2,514
-424
117
$337K 0.18%
2,442
-12
118
$337K 0.18%
1,777
-45
119
$331K 0.18%
7,042
+665
120
$328K 0.18%
+1,583
121
$324K 0.18%
1,439
-1,638
122
$324K 0.18%
2,146
-13
123
$323K 0.18%
+3,777
124
$321K 0.17%
20,118
+2,304
125
$311K 0.17%
1,706
-129
3 4
5
6 7