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
$311M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.63M
3
+$2.79M
4
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$1.53M
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$1.47M

Top Sells

1
+$2.65M
2
+$1.71M
3
+$1.48M
4
PTLO icon
Portillo's
PTLO
+$1.25M
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$1.14M

Sector Composition

1 Technology 9.41%
2 Financials 6.87%
3 Healthcare 3.84%
4 Consumer Discretionary 3.03%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$656K 0.21%
14,896
+543
127
$649K 0.21%
+11,877
128
$628K 0.2%
+1,972
129
$619K 0.2%
2,580
+50
130
$606K 0.19%
29,460
-1,410
131
$593K 0.19%
9,474
+4,301
132
$584K 0.19%
8,685
+88
133
$581K 0.19%
1,249
134
$580K 0.19%
11,440
-1,125
135
$571K 0.18%
2,327
+505
136
$569K 0.18%
642
-7
137
$555K 0.18%
8,759
+2,419
138
$540K 0.17%
1,351
+127
139
$532K 0.17%
15,531
+2,929
140
$530K 0.17%
4,060
141
$529K 0.17%
2,404
-356
142
$523K 0.17%
26,040
143
$509K 0.16%
6,117
+1,169
144
$491K 0.16%
1,877
+368
145
$491K 0.16%
3,962
+282
146
$490K 0.16%
3,630
-707
147
$490K 0.16%
4,299
-28
148
$478K 0.15%
13,751
+529
149
$472K 0.15%
6,550
-1,000
150
$456K 0.15%
510
+72
4 5
6
7 8