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
$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
1
$14.2M 5.84%
283,500
-58,705
2
$6.41M 2.63%
21,127
+950
3
$6.03M 2.47%
31,335
+2,681
4
$5.58M 2.29%
225,599
+794
5
$5.37M 2.2%
+259,700
6
$5.17M 2.12%
153,344
+10,804
7
$4.98M 2.04%
10,482
+471
8
$4.69M 1.92%
12,465
-82
9
$4.54M 1.86%
181,521
+34,136
10
$3.75M 1.54%
75,097
+30,730
11
$3.54M 1.45%
75,953
+7,566
12
$3.46M 1.42%
20,544
+2,397
13
$3.44M 1.41%
32,898
+2,894
14
$3.27M 1.34%
56,363
+49,693
15
$3M 1.23%
21,487
-6,779
16
$2.98M 1.22%
54,280
-1,727
17
$2.77M 1.14%
9,623
-1,028
18
$2.69M 1.1%
75,104
-350
19
$2.51M 1.03%
52,200
+3,885
20
$2.48M 1.02%
40,373
-38,666
21
$2.39M 0.98%
15,725
+1,102
22
$2.3M 0.94%
20,001
+10,268
23
$2.29M 0.94%
11,509
-2,744
24
$2.24M 0.92%
23,572
+130
25
$2.23M 0.91%
+94,060
1
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