TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.77M
3
+$2.39M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1M
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$896K

Top Sells

1
+$561K
2
+$517K
3
+$309K
4
SAP icon
SAP
SAP
+$234K
5
CME icon
CME Group
CME
+$226K

Sector Composition

1 Healthcare 11.66%
2 Technology 10.68%
3 Consumer Discretionary 4.31%
4 Communication Services 4.04%
5 Financials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.66M 6.02%
62,704
-343
2
$6.11M 4.25%
25,346
+218
3
$4.23M 2.94%
21,713
+161
4
$4.16M 2.89%
20,093
+116
5
$3.67M 2.55%
45,968
-346
6
$3.67M 2.55%
64,668
+10,004
7
$3.5M 2.43%
30,073
+901
8
$3.37M 2.34%
25,398
+103
9
$3.28M 2.28%
48,627
+649
10
$3.04M 2.11%
13,665
+44
11
$2.83M 1.97%
+51,290
12
$2.77M 1.93%
44,699
+451
13
$2.77M 1.92%
+38,619
14
$2.68M 1.86%
48,310
+50
15
$2.5M 1.73%
20,865
+2,414
16
$2.44M 1.69%
82,294
17
$2.39M 1.66%
+77,680
18
$2.37M 1.64%
45,949
+2,198
19
$2.25M 1.56%
6,009
-49
20
$1.89M 1.31%
11,997
+325
21
$1.78M 1.24%
20,340
+7,000
22
$1.78M 1.23%
10,270
-150
23
$1.76M 1.23%
34,755
+2,362
24
$1.64M 1.14%
34,922
+211
25
$1.64M 1.14%
50,996
-200
1
2 3 4 5