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
$311M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.63M
3
+$2.79M
4
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$1.53M
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$1.47M

Top Sells

1
+$2.65M
2
+$1.71M
3
+$1.48M
4
PTLO icon
Portillo's
PTLO
+$1.25M
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$1.14M

Sector Composition

1 Technology 9.41%
2 Financials 6.87%
3 Healthcare 3.84%
4 Consumer Discretionary 3.03%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$825K 0.27%
3,736
-163
102
$824K 0.27%
80,950
103
$821K 0.26%
8,008
+275
104
$810K 0.26%
24,795
+1,370
105
$806K 0.26%
4,971
+2,211
106
$797K 0.26%
1,614
+13
107
$791K 0.25%
38,950
-500
108
$775K 0.25%
31,646
-3,020
109
$769K 0.25%
33,462
+7,439
110
$760K 0.24%
7,934
-512
111
$760K 0.24%
15,876
-693
112
$757K 0.24%
4,445
+762
113
$743K 0.24%
3,882
-460
114
$739K 0.24%
3,042
+197
115
$734K 0.24%
13,480
-1,000
116
$729K 0.23%
26,981
+1,664
117
$725K 0.23%
26,458
+240
118
$703K 0.23%
4,029
+12
119
$702K 0.23%
3,855
-90
120
$685K 0.22%
+6,884
121
$684K 0.22%
+7,600
122
$670K 0.22%
14,656
+5,165
123
$667K 0.21%
18,272
+3,407
124
$657K 0.21%
2,156
-16
125
$656K 0.21%
7,411
+3,293
3 4
5
6 7