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
$376M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.21M
3
+$1.46M
4
NBIS
Nebius Group N.V.
NBIS
+$1.22M
5
LUMN icon
Lumen
LUMN
+$1.17M

Top Sells

1
+$2.44M
2
+$2.26M
3
+$1.53M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.53M
5
VFQY icon
Vanguard US Quality Factor ETF
VFQY
+$1.41M

Sector Composition

1 Technology 10.55%
2 Financials 5.7%
3 Communication Services 3.92%
4 Industrials 3.21%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXON icon
126
Axon Enterprise
AXON
$43.7B
$778K 0.21%
1,084
-171
APH icon
127
Amphenol
APH
$170B
$764K 0.2%
+6,170
HPE icon
128
Hewlett Packard
HPE
$30.1B
$751K 0.2%
+30,558
JEPQ icon
129
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$32B
$750K 0.2%
13,031
+423
AVGO icon
130
Broadcom
AVGO
$1.84T
$748K 0.2%
2,266
-140
PCY icon
131
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.3B
$747K 0.2%
34,632
+846
LOW icon
132
Lowe's Companies
LOW
$138B
$715K 0.19%
+2,844
GE icon
133
GE Aerospace
GE
$304B
$714K 0.19%
2,373
-37
BCE icon
134
BCE
BCE
$21.8B
$712K 0.19%
30,425
+15,133
MCD icon
135
McDonald's
MCD
$221B
$703K 0.19%
2,313
+90
SHOP icon
136
Shopify
SHOP
$212B
$701K 0.19%
4,720
+40
XOM icon
137
Exxon Mobil
XOM
$496B
$695K 0.18%
6,167
-89
VWO icon
138
Vanguard FTSE Emerging Markets ETF
VWO
$105B
$690K 0.18%
12,729
+12
GCOW icon
139
Pacer Global Cash Cows Dividend ETF
GCOW
$2.63B
$681K 0.18%
17,183
+552
NFLX icon
140
Netflix
NFLX
$438B
$680K 0.18%
5,670
-770
SCHF icon
141
Schwab International Equity ETF
SCHF
$54.2B
$678K 0.18%
29,109
-840
LLY icon
142
Eli Lilly
LLY
$907B
$676K 0.18%
885
-84
CYBR icon
143
CyberArk
CYBR
$24.2B
$666K 0.18%
+1,379
JNJ icon
144
Johnson & Johnson
JNJ
$486B
$663K 0.18%
3,573
+210
GOOG icon
145
Alphabet (Google) Class C
GOOG
$3.89T
$662K 0.18%
2,718
+57
BROS icon
146
Dutch Bros
BROS
$7.53B
$660K 0.18%
12,609
+175
SMMU icon
147
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$947M
$652K 0.17%
12,901
EXC icon
148
Exelon
EXC
$44.3B
$643K 0.17%
14,295
+369
JBND icon
149
JPMorgan Active Bond ETF
JBND
$4.22B
$643K 0.17%
11,864
+464
DXJ icon
150
WisdomTree Japan Hedged Equity Fund
DXJ
$4.84B
$640K 0.17%
5,000
-262
4 5
6
7 8