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
$160M
AUM Growth
-$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.42M
3
+$1.7M
4
PHDG icon
Invesco S&P 500 Downside Hedged ETF
PHDG
+$1.08M
5
ATVI
Activision Blizzard
ATVI
+$1.05M

Top Sells

1
+$2.72M
2
+$1.91M
3
+$1.24M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$852K
5
AD
Array Digital Infrastructure
AD
+$650K

Sector Composition

1 Technology 11.92%
2 Healthcare 10.76%
3 Financials 7.28%
4 Consumer Discretionary 6.84%
5 Materials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$385K 0.24%
1,190
-10
127
$382K 0.24%
752
+23
128
$381K 0.24%
3,965
+845
129
$380K 0.24%
3,548
130
$377K 0.24%
9,275
+500
131
$371K 0.23%
1,280
132
$365K 0.23%
9,116
+258
133
$361K 0.23%
8,943
+7,357
134
$358K 0.22%
2,997
+894
135
$355K 0.22%
6,404
+214
136
$354K 0.22%
11,535
+1,928
137
$348K 0.22%
6,117
+5,917
138
$342K 0.21%
4,724
+102
139
$339K 0.21%
9,045
+2,291
140
$338K 0.21%
4,679
-13
141
$336K 0.21%
2,988
-135
142
$335K 0.21%
7,209
+735
143
$335K 0.21%
4,801
-387
144
$324K 0.2%
24,983
-1,038
145
$321K 0.2%
1,967
+93
146
$318K 0.2%
11,624
+9,114
147
$317K 0.2%
1,856
-141
148
$316K 0.2%
9,427
-2,211
149
$308K 0.19%
2,544
+1,137
150
$303K 0.19%
3,060
+100
4 5
6
7 8