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
$311M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.63M
3
+$2.79M
4
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$1.53M
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$1.47M

Top Sells

1
+$2.65M
2
+$1.71M
3
+$1.48M
4
PTLO icon
Portillo's
PTLO
+$1.25M
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$1.14M

Sector Composition

1 Technology 9.41%
2 Financials 6.87%
3 Healthcare 3.84%
4 Consumer Discretionary 3.03%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.5M 4.34%
268,517
-34,101
2
$12.8M 4.12%
509,801
+26,737
3
$9.83M 3.16%
98,701
+49,918
4
$8.13M 2.62%
21,647
+666
5
$7.28M 2.34%
289,871
+23,907
6
$6.43M 2.07%
27,585
-274
7
$5.97M 1.92%
112,866
+5,913
8
$4.96M 1.6%
11,529
-2,384
9
$4.85M 1.56%
88,263
+2,141
10
$4.49M 1.45%
36,975
-1,216
11
$4.47M 1.44%
38,097
+2,737
12
$4.43M 1.43%
159,090
+27,058
13
$4.38M 1.41%
7,626
-1,382
14
$3.91M 1.26%
104,642
+4,593
15
$3.9M 1.25%
105,956
+8,010
16
$3.63M 1.17%
+91,914
17
$3.52M 1.13%
21,241
-1,276
18
$3.46M 1.11%
5
19
$3.32M 1.07%
56,035
+6,194
20
$3.29M 1.06%
24,150
+20,461
21
$3.29M 1.06%
53,477
-11,559
22
$3.29M 1.06%
5,700
-551
23
$3.29M 1.06%
7,143
+452
24
$3.19M 1.03%
92,956
+1,360
25
$3.14M 1.01%
74,742
1
2 3 4 5