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
$307M
AUM Growth
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$4.3M
3
+$4.17M
4
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$3.76M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$3.66M

Top Sells

1
+$3.63M
2
+$3.29M
3
+$3.03M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$2.62M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.47M

Sector Composition

1 Technology 9.56%
2 Financials 6.21%
3 Consumer Discretionary 3.65%
4 Healthcare 3.22%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$808K 0.26%
7,323
-5,009
102
$806K 0.26%
7,934
103
$800K 0.26%
7,042
+158
104
$798K 0.26%
16,015
-6,574
105
$787K 0.26%
39,263
-4,408
106
$764K 0.25%
7,103
-985
107
$752K 0.24%
1,862
-15
108
$720K 0.23%
2,975
-67
109
$720K 0.23%
933
-99
110
$718K 0.23%
4,309
-136
111
$716K 0.23%
3,803
-79
112
$716K 0.23%
6,924
-4,490
113
$716K 0.23%
5,068
-3,633
114
$702K 0.23%
6,850
-750
115
$692K 0.23%
22,683
-15,688
116
$692K 0.23%
27,843
+862
117
$687K 0.22%
28,546
-3,100
118
$675K 0.22%
26,610
+152
119
$674K 0.22%
+3,847
120
$669K 0.22%
1,982
+10
121
$650K 0.21%
6,627
-784
122
$650K 0.21%
25,440
-600
123
$645K 0.21%
13,488
-1,168
124
$638K 0.21%
4,414
-557
125
$618K 0.2%
12,300
-1,180
3 4
5
6 7