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
176
$301K 0.12%
5,843
-80
177
$297K 0.12%
2,742
-381
178
$296K 0.12%
3,282
+8
179
$288K 0.12%
8,474
-1,254
180
$286K 0.12%
1,107
-22
181
$283K 0.12%
9,400
-142
182
$279K 0.11%
9,800
-220
183
$278K 0.11%
+5,535
184
$276K 0.11%
1,689
-1,558
185
$274K 0.11%
+17,193
186
$274K 0.11%
2,251
-40
187
$273K 0.11%
5,384
+825
188
$271K 0.11%
+3,475
189
$269K 0.11%
1,504
+18
190
$268K 0.11%
+18,707
191
$268K 0.11%
6,612
+129
192
$267K 0.11%
1,956
-1,070
193
$265K 0.11%
3,131
-232
194
$260K 0.11%
+9,402
195
$260K 0.11%
1,620
196
$260K 0.11%
2,550
-210
197
$256K 0.1%
1,164
-5
198
$254K 0.1%
17,094
-10,945
199
$251K 0.1%
6,948
-28,283
200
$251K 0.1%
+12,000
6 7
8
9 10