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
$160M
AUM Growth
-$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.42M
3
+$1.7M
4
PHDG icon
Invesco S&P 500 Downside Hedged ETF
PHDG
+$1.08M
5
ATVI
Activision Blizzard
ATVI
+$1.05M

Top Sells

1
+$2.72M
2
+$1.91M
3
+$1.24M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$852K
5
AD
Array Digital Infrastructure
AD
+$650K

Sector Composition

1 Technology 11.92%
2 Healthcare 10.76%
3 Financials 7.28%
4 Consumer Discretionary 6.84%
5 Materials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$247K 0.15%
4,831
+1,740
177
$244K 0.15%
5,932
-4,964
178
$243K 0.15%
1,156
179
$240K 0.15%
34,109
+29,109
180
$240K 0.15%
+9,991
181
$239K 0.15%
4,893
182
$239K 0.15%
5,033
-769
183
$236K 0.15%
1,460
+847
184
$235K 0.15%
2,494
+80
185
$233K 0.15%
5,543
-843
186
$232K 0.15%
4,925
-126
187
$230K 0.14%
+9,916
188
$230K 0.14%
596
+13
189
$228K 0.14%
3,671
+83
190
$225K 0.14%
1,897
-245
191
$222K 0.14%
+28,022
192
$221K 0.14%
3,074
+598
193
$221K 0.14%
4,850
+3,710
194
$221K 0.14%
3,669
-145
195
$220K 0.14%
+7,083
196
$219K 0.14%
746
-21
197
$218K 0.14%
3,564
198
$218K 0.14%
940
+55
199
$216K 0.14%
+14,191
200
$215K 0.13%
4,000
-250
6 7
8
9 10