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
$184M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.67M
3
+$3.03M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$1.42M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.24M

Top Sells

1
+$1.67M
2
+$1.66M
3
+$1.64M
4
INTC icon
Intel
INTC
+$1.33M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.31M

Sector Composition

1 Technology 9.8%
2 Healthcare 8.58%
3 Consumer Discretionary 5.55%
4 Financials 4.96%
5 Consumer Staples 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-4,937
202
– –
-2,500
203
– –
-6,852
204
– –
-721
205
– –
-5,605
206
– –
-2,205
207
– –
-5,655
208
– –
-3,685
209
– –
-10,148
210
– –
-2,671
211
– –
-3,848
212
– –
-2,639
213
– –
-7,578
214
– –
-29,497
215
– –
-22,166
216
– –
-7,144
217
– –
-5,224
218
– –
-17,747
219
– –
-28,523
220
– –
-10,876
221
– –
-7,718
222
– –
-5,845
223
– –
-4,995
224
– –
-5,207
225
– –
-15,325
7 8
9
10 11