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
201
$250K 0.1%
4,465
-15
202
$247K 0.1%
6,875
+769
203
$243K 0.1%
+686
204
$240K 0.1%
+1,818
205
$237K 0.1%
995
-20
206
$235K 0.1%
2,167
+5
207
$233K 0.1%
+3,130
208
$230K 0.09%
+2,878
209
$230K 0.09%
16,638
-506
210
$229K 0.09%
+2,952
211
$228K 0.09%
+7,785
212
$222K 0.09%
+2,428
213
$221K 0.09%
3,071
+276
214
$220K 0.09%
+653
215
$220K 0.09%
+427
216
$219K 0.09%
655
+15
217
$215K 0.09%
+2,395
218
$213K 0.09%
3,619
-838
219
$211K 0.09%
+810
220
$207K 0.08%
457
-67
221
$206K 0.08%
3,369
-1,265
222
$204K 0.08%
+1,830
223
$202K 0.08%
1,191
-284
224
$202K 0.08%
+766
225
$201K 0.08%
1,412
-214
7 8
9
10 11