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
$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
1
$30.2M 16.42%
601,671
+97,421
2
$8.83M 4.8%
178,115
+74,040
3
$4.23M 2.3%
25,632
-2,464
4
$3.75M 2.03%
153,564
+4,700
5
$3.57M 1.94%
12,384
-5,805
6
$3.45M 1.87%
17,499
-2,578
7
$3.4M 1.84%
95,687
+19,276
8
$3.21M 1.74%
58,568
-1,287
9
$3.03M 1.64%
+51,713
10
$2.83M 1.54%
55,961
+18,780
11
$2.82M 1.53%
40,700
+751
12
$2.78M 1.51%
46,781
-22,055
13
$2.62M 1.42%
10,837
+82
14
$2.4M 1.3%
5,868
-992
15
$2.14M 1.16%
20,638
-720
16
$2.14M 1.16%
120,100
-2,500
17
$2.1M 1.14%
60,637
+11,187
18
$2M 1.09%
28,249
-868
19
$2M 1.09%
8,179
-10
20
$1.92M 1.04%
38,058
-32,524
21
$1.87M 1.01%
12,041
-3,674
22
$1.8M 0.97%
23,667
+1,772
23
$1.78M 0.97%
16,751
-749
24
$1.76M 0.96%
4,281
+34
25
$1.74M 0.95%
44,824
+17,508
1
2 3 4 5