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
201
$283K 0.09%
16,247
-271
202
$280K 0.09%
4,875
-94
203
$279K 0.09%
1,383
-110
204
$277K 0.09%
6,111
+666
205
$277K 0.09%
6,701
-38,621
206
$271K 0.09%
661
+4
207
$271K 0.09%
15,350
-1,100
208
$270K 0.09%
17,887
+3,514
209
$267K 0.09%
4,286
210
$266K 0.09%
2,544
+10
211
$264K 0.09%
1,584
-49
212
$264K 0.09%
3,754
213
$262K 0.09%
8,363
-204
214
$262K 0.09%
4,110
215
$262K 0.09%
+1,936
216
$256K 0.08%
+4,843
217
$254K 0.08%
11,582
+1,672
218
$253K 0.08%
1,334
-2,521
219
$253K 0.08%
+1,429
220
$253K 0.08%
8,223
-2,014
221
$249K 0.08%
3,021
+1
222
$247K 0.08%
9,370
+175
223
$245K 0.08%
6,085
-2,674
224
$244K 0.08%
4,809
-225
225
$240K 0.08%
141
-29
7 8
9
10 11