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
$184M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.67M
3
+$3.03M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.24M

Top Sells

1
+$1.67M
2
+$1.66M
3
+$1.64M
4
INTC icon
Intel
INTC
+$1.33M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.31M

Sector Composition

1 Technology 9.8%
2 Healthcare 8.58%
3 Consumer Discretionary 5.55%
4 Financials 4.96%
5 Consumer Staples 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$297K 0.16%
3,193
-166
127
$295K 0.16%
1,390
+80
128
$295K 0.16%
1,400
-306
129
$295K 0.16%
625
+17
130
$294K 0.16%
+5,471
131
$293K 0.16%
3,500
-64
132
$290K 0.16%
3,152
-594
133
$288K 0.16%
4,650
+257
134
$287K 0.16%
945
+75
135
$285K 0.15%
27,199
+11,379
136
$284K 0.15%
+10,787
137
$281K 0.15%
2,268
-109
138
$274K 0.15%
+2,082
139
$270K 0.15%
6,716
+89
140
$267K 0.14%
1,455
-312
141
$262K 0.14%
+5,751
142
$261K 0.14%
3,601
+1
143
$256K 0.14%
2,810
-2,523
144
$256K 0.14%
6,111
-2,938
145
$255K 0.14%
12,483
-2,131
146
$255K 0.14%
5,296
-403
147
$250K 0.14%
+5,706
148
$250K 0.14%
3,240
-157
149
$248K 0.13%
2,495
-2,545
150
$244K 0.13%
2,350
-325
4 5
6
7 8