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
151
$498K 0.16%
1,237
-12
152
$484K 0.16%
11,958
-2,938
153
$484K 0.16%
+9,471
154
$475K 0.15%
3,615
-15
155
$458K 0.15%
6,774
+724
156
$447K 0.15%
+22,549
157
$443K 0.14%
8,838
-111
158
$434K 0.14%
1,807
+184
159
$425K 0.14%
4,314
-3,694
160
$424K 0.14%
3,763
-199
161
$423K 0.14%
2,940
162
$423K 0.14%
2,576
+1,376
163
$422K 0.14%
26,000
164
$412K 0.13%
789
+23
165
$411K 0.13%
1,771
+53
166
$395K 0.13%
16,305
+1,140
167
$394K 0.13%
10,986
+5,250
168
$394K 0.13%
11,705
+21
169
$393K 0.13%
+7,875
170
$393K 0.13%
1,786
+47
171
$388K 0.13%
4,797
-1,320
172
$385K 0.13%
19,632
+167
173
$378K 0.12%
2,254
-59
174
$367K 0.12%
1,639
+126
175
$366K 0.12%
15,156
-3,000
5 6
7
8 9