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
$244M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$2.88M
3
+$2.23M
4
PSQ icon
ProShares Short QQQ
PSQ
+$1.88M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.59M

Top Sells

1
+$2.95M
2
+$2.38M
3
+$1.02M
4
FTNT icon
Fortinet
FTNT
+$965K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$947K

Sector Composition

1 Technology 10.47%
2 Healthcare 5.74%
3 Financials 5.36%
4 Consumer Discretionary 4.59%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$710K 0.29%
10,475
-5,595
102
$666K 0.27%
3,806
+200
103
$661K 0.27%
4,207
+1,807
104
$659K 0.27%
12,760
+1,348
105
$656K 0.27%
3,431
-109
106
$649K 0.27%
15,791
+9,005
107
$646K 0.26%
4,320
-425
108
$645K 0.26%
4,929
109
$641K 0.26%
17,334
+449
110
$637K 0.26%
24,462
+7,099
111
$629K 0.26%
51,591
+15,329
112
$616K 0.25%
7,995
-2,239
113
$610K 0.25%
10,352
-600
114
$602K 0.25%
+24,986
115
$594K 0.24%
32,162
-638
116
$577K 0.24%
+13,538
117
$556K 0.23%
3,090
+50
118
$551K 0.23%
55,940
+36,689
119
$543K 0.22%
931
-110
120
$534K 0.22%
5,376
-661
121
$532K 0.22%
8,720
-7,429
122
$529K 0.22%
4,516
+69
123
$518K 0.21%
1,272
-20
124
$510K 0.21%
17,654
-73
125
$506K 0.21%
5,533
-396
3 4
5
6 7