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
176
$348K 0.11%
3,791
-826
177
$346K 0.11%
+32,235
178
$346K 0.11%
11,684
+2,930
179
$342K 0.11%
8,210
-820
180
$337K 0.11%
2,883
-14
181
$336K 0.11%
7,394
-105
182
$336K 0.11%
16,069
+1,096
183
$336K 0.11%
3,063
+162
184
$327K 0.11%
783
-6
185
$324K 0.1%
+7,764
186
$322K 0.1%
691
187
$321K 0.1%
10,280
+2,064
188
$317K 0.1%
4,380
+550
189
$316K 0.1%
15,726
-2,230
190
$316K 0.1%
2,534
+15
191
$312K 0.1%
19,465
+132
192
$310K 0.1%
1,493
-185
193
$308K 0.1%
1,633
-67
194
$305K 0.1%
2,550
195
$296K 0.1%
1,718
+168
196
$296K 0.1%
+4,969
197
$295K 0.1%
3,525
-1,138
198
$293K 0.09%
3,754
-8
199
$291K 0.09%
1,408
200
$287K 0.09%
1,749
+109
6 7
8
9 10