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
151
$378K 0.16%
4,884
-237
152
$378K 0.16%
7,194
+819
153
$377K 0.15%
5,358
+351
154
$367K 0.15%
6,640
-636
155
$366K 0.15%
4,369
-744
156
$363K 0.15%
17,345
+2,993
157
$360K 0.15%
+17,956
158
$357K 0.15%
3,382
159
$355K 0.15%
+4,610
160
$355K 0.15%
538
+101
161
$350K 0.14%
1,642
-114
162
$337K 0.14%
9,648
-2,273
163
$331K 0.14%
3,749
-441
164
$328K 0.13%
8,950
-800
165
$328K 0.13%
20,226
+10,224
166
$318K 0.13%
10,439
+3,671
167
$316K 0.13%
+3,888
168
$314K 0.13%
35,098
-3,712
169
$313K 0.13%
11,091
-426
170
$313K 0.13%
9,085
+929
171
$312K 0.13%
781
-5
172
$308K 0.13%
+15,319
173
$304K 0.12%
16,398
-2,058
174
$303K 0.12%
6,157
-730
175
$302K 0.12%
6,261
+133
5 6
7
8 9