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
176
$365K 0.12%
2,517
-354
177
$361K 0.12%
9,581
+3,111
178
$360K 0.12%
11,045
-210
179
$360K 0.12%
2,967
-264
180
$346K 0.11%
2,947
-116
181
$345K 0.11%
15,189
-1,449
182
$343K 0.11%
8,487
-200
183
$331K 0.11%
2,874
-9
184
$328K 0.11%
774
-9
185
$321K 0.1%
691
186
$319K 0.1%
22,529
+1,840
187
$318K 0.1%
3,570
+540
188
$316K 0.1%
15,726
189
$310K 0.1%
+727
190
$309K 0.1%
5,261
-293
191
$309K 0.1%
18,286
+2,217
192
$309K 0.1%
3,376
-415
193
$307K 0.1%
4,583
-4,102
194
$303K 0.1%
2,217
-150
195
$300K 0.1%
4,380
196
$300K 0.1%
2,550
197
$297K 0.1%
1,347
-61
198
$293K 0.1%
3,649
+124
199
$292K 0.09%
5,480
-518
200
$284K 0.09%
7,560
-204
6 7
8
9 10