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
151
$302K 0.19%
1,607
+371
152
$301K 0.19%
2,441
-103
153
$300K 0.19%
1,765
-10
154
$295K 0.18%
4,422
+2,198
155
$294K 0.18%
10,303
+1,189
156
$292K 0.18%
619
+30
157
$287K 0.18%
3,665
-42
158
$284K 0.18%
13,169
+190
159
$284K 0.18%
11,920
-11,778
160
$284K 0.18%
4,873
-100
161
$279K 0.17%
835
+235
162
$276K 0.17%
10,593
-602
163
$274K 0.17%
9,720
164
$274K 0.17%
5,702
+2,205
165
$271K 0.17%
3,253
+1,012
166
$265K 0.17%
3,180
-50
167
$264K 0.17%
4,707
+4,612
168
$260K 0.16%
18,555
-7,125
169
$258K 0.16%
22,424
+20,959
170
$255K 0.16%
+18,355
171
$255K 0.16%
776
-712
172
$254K 0.16%
4,072
-2,207
173
$254K 0.16%
1,587
+179
174
$253K 0.16%
+22,327
175
$248K 0.16%
7,742
+215
5 6
7
8 9