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
$244M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$2.88M
3
+$2.23M
4
PSQ icon
ProShares Short QQQ
PSQ
+$1.88M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.59M

Top Sells

1
+$2.95M
2
+$2.38M
3
+$1.02M
4
FTNT icon
Fortinet
FTNT
+$965K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$947K

Sector Composition

1 Technology 10.47%
2 Healthcare 5.74%
3 Financials 5.36%
4 Consumer Discretionary 4.59%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$503K 0.21%
14,953
+870
127
$500K 0.2%
11,547
-1,132
128
$496K 0.2%
9,886
+120
129
$495K 0.2%
2,826
+59
130
$484K 0.2%
7,439
+354
131
$482K 0.2%
15,916
-193
132
$474K 0.19%
+4,752
133
$472K 0.19%
4,290
-36
134
$470K 0.19%
4,179
-2,043
135
$456K 0.19%
15,274
+25
136
$453K 0.19%
26,653
+575
137
$450K 0.18%
16,795
+9,674
138
$449K 0.18%
1,724
-62
139
$448K 0.18%
36,423
+2,326
140
$446K 0.18%
2,993
+193
141
$434K 0.18%
4,710
+184
142
$428K 0.18%
7,849
+3,865
143
$421K 0.17%
12,285
+2,100
144
$411K 0.17%
8,181
-8,185
145
$408K 0.17%
17,254
+6,406
146
$404K 0.17%
13,798
-1,402
147
$396K 0.16%
2,811
+572
148
$393K 0.16%
2,679
-603
149
$388K 0.16%
4,987
+1,800
150
$382K 0.16%
9,457
-9,278
4 5
6
7 8