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
$307M
AUM Growth
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$4.3M
3
+$4.17M
4
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$3.76M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$3.66M

Top Sells

1
+$3.63M
2
+$3.29M
3
+$3.03M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$2.62M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.47M

Sector Composition

1 Technology 9.56%
2 Financials 6.21%
3 Consumer Discretionary 3.65%
4 Healthcare 3.22%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$615K 0.2%
8,731
-743
127
$613K 0.2%
18,175
-97
128
$613K 0.2%
3,618
-411
129
$612K 0.2%
2,110
-46
130
$610K 0.2%
1,027
-324
131
$604K 0.2%
659
+17
132
$589K 0.19%
2,432
+105
133
$578K 0.19%
3,910
-150
134
$566K 0.18%
+11,300
135
$564K 0.18%
11,189
-251
136
$561K 0.18%
12,735
-3,141
137
$560K 0.18%
16,026
+495
138
$556K 0.18%
2,365
-39
139
$555K 0.18%
5,452
-5,645
140
$554K 0.18%
+7,319
141
$538K 0.17%
5,057
+564
142
$536K 0.17%
2,580
143
$534K 0.17%
5,531
-15,356
144
$530K 0.17%
28,630
-830
145
$527K 0.17%
1,668
+100
146
$521K 0.17%
491
-19
147
$517K 0.17%
9,889
-1,988
148
$504K 0.16%
2,649
+66
149
$504K 0.16%
17,017
-7,778
150
$500K 0.16%
4,422
+123
4 5
6
7 8