TCWM
Total Clarity Wealth Management Portfolio holdings
AUM
$349M
1-Year Return
13.67%
This Quarter Return
+1.01%
1 Year Return
+13.67%
3 Year Return
+48.16%
5 Year Return
+97.51%
10 Year Return
–
AUM
$307M
AUM Growth
-$3.22M
(-1%)
Cap. Flow
-$2.94M
Cap. Flow
% of AUM
-0.96%
Top 10 Holdings %
Top 10 Hldgs %
23.53%
Holding
297
New
39
Increased
74
Reduced
137
Closed
30
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$9.48M |
| 2 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$4.3M |
| 3 |
Capital Group Growth ETF
CGGR
|
$4.17M |
| 4 |
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
|
$3.76M |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
$3.66M |
Top Sells
| 1 |
ProShares Short QQQ
PSQ
|
$3.63M |
| 2 |
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
$3.29M |
| 3 |
Invesco Variable Rate Investment Grade ETF
VRIG
|
$3.03M |
| 4 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
$2.62M |
| 5 |
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% |
