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
151
$244K 0.13%
4,893
152
$240K 0.13%
+1,068
153
$239K 0.13%
+9,595
154
$239K 0.13%
3,429
+248
155
$237K 0.13%
1,454
-32
156
$230K 0.12%
4,252
+83
157
$229K 0.12%
9,784
-4,098
158
$229K 0.12%
+1,445
159
$227K 0.12%
4,469
+500
160
$227K 0.12%
4,495
-445
161
$226K 0.12%
6,927
-40,808
162
$226K 0.12%
3,295
+365
163
$219K 0.12%
3,427
-95
164
$213K 0.12%
4,341
-8,379
165
$211K 0.11%
+925
166
$209K 0.11%
+1,592
167
$208K 0.11%
+283
168
$207K 0.11%
+690
169
$207K 0.11%
+379
170
$202K 0.11%
1,398
-31
171
$171K 0.09%
64,391
+27,185
172
$146K 0.08%
11,736
+685
173
$141K 0.08%
12,000
-14,709
174
$104K 0.06%
11,040
-53,506
175
$88.3K 0.05%
14,362
-2,747
5 6
7
8 9