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
$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
1
$4.15M 2.59%
17,823
-307
2
$3.89M 2.43%
28,162
-1,248
3
$3.7M 2.31%
75,888
4
$3.69M 2.3%
80,514
-2,129
5
$3.18M 1.99%
22,803
+682
6
$2.81M 1.76%
122,600
-2,750
7
$2.8M 1.75%
39,343
-589
8
$2.75M 1.72%
+46,340
9
$2.74M 1.71%
113,606
+100,198
10
$2.56M 1.6%
15,697
+25
11
$2.54M 1.59%
7,110
+245
12
$2.52M 1.57%
64,685
-2,228
13
$2.5M 1.56%
56,873
-1,040
14
$2.43M 1.52%
75,761
15
$2.39M 1.49%
10,585
+893
16
$2.38M 1.49%
47,387
-7,744
17
$2.23M 1.4%
23,364
-456
18
$2.04M 1.28%
18,083
+5,138
19
$1.96M 1.23%
9,316
+57
20
$1.93M 1.21%
38,396
+33,852
21
$1.57M 0.98%
31,775
-2,281
22
$1.56M 0.98%
28,508
-521
23
$1.55M 0.97%
4,316
-204
24
$1.52M 0.95%
14,857
+2,369
25
$1.5M 0.94%
30,432
-208
1
2 3 4 5