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
201
$215K 0.13%
2,118
+15
202
$215K 0.13%
2,013
203
$213K 0.13%
4,545
-405
204
$213K 0.13%
1,023
-205
205
$212K 0.13%
+10,991
206
$212K 0.13%
3,194
-41,024
207
$212K 0.13%
4,290
208
$211K 0.13%
13,508
+323
209
$211K 0.13%
6,238
-58
210
$211K 0.13%
1,363
211
$210K 0.13%
3,754
+728
212
$210K 0.13%
+5,731
213
$209K 0.13%
3,618
+3
214
$204K 0.13%
12,060
-1,786
215
$204K 0.13%
3,064
-407
216
$204K 0.13%
3,718
217
$203K 0.13%
2,717
-6,814
218
$202K 0.13%
4,605
+1,400
219
$202K 0.13%
3,494
-38
220
$202K 0.13%
3,817
221
$201K 0.13%
5,500
222
$200K 0.13%
1,029
+44
223
$196K 0.12%
14,900
+3,400
224
$194K 0.12%
39,790
-650
225
$155K 0.1%
17,222
+390
7 8
9
10 11