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
151
$451K 0.15%
8,949
+61
152
$438K 0.14%
2,940
153
$432K 0.14%
2,583
+2
154
$431K 0.14%
1,568
-139
155
$423K 0.14%
2,871
-273
156
$419K 0.13%
6,050
-1,046
157
$418K 0.13%
26,000
158
$412K 0.13%
+17,881
159
$408K 0.13%
+18,156
160
$404K 0.13%
+11,255
161
$401K 0.13%
2,313
+108
162
$396K 0.13%
3,231
-9,163
163
$395K 0.13%
5,554
+2,462
164
$393K 0.13%
1,513
+144
165
$391K 0.13%
2,492
+277
166
$385K 0.12%
1,623
-25
167
$384K 0.12%
1,739
-11
168
$376K 0.12%
766
+93
169
$376K 0.12%
20,689
+1,021
170
$374K 0.12%
15,165
171
$369K 0.12%
16,638
+756
172
$360K 0.12%
4,493
+353
173
$359K 0.12%
+10,237
174
$358K 0.12%
8,687
-736
175
$349K 0.11%
+170
5 6
7
8 9