Portfolio (Quarterly)
Guide ↗
Total Clarity Wealth Management, Inc.
· CIK 0001804909| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | IJH | ISHARES TR | — | 3,916 | $258K | 0.06% | SOLD |
| 22 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,051 | $255K | 0.06% | SOLD |
| 23 | — | CENCORA INC | — | 738 | $249K | 0.06% | SOLD |
| 24 | MCK | MCKESSON CORP | Healthcare | 279 | $229K | 0.06% | SOLD |
| 25 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 486 | $228K | 0.06% | SOLD |
| 26 | IVE | ISHARES TR | — | 1,026 | $218K | 0.05% | SOLD |
| 27 | FMHI | FIRST TR EXCH TRADED FD III | — | 4,315 | $207K | 0.05% | SOLD |
| 28 | VGT | VANGUARD WORLD FD | — | 267 | $202K | 0.05% | SOLD |
| 29 | CLDT | CHATHAM LODGING TR | Real Estate | 19,888 | $135K | 0.03% | SOLD |
| 30 | INN | SUMMIT HOTEL PPTYS INC | Real Estate | 19,554 | $95K | 0.02% | SOLD |
| 31 | SRG | SERITAGE GROWTH PPTYS | Real Estate | 15,471 | $50K | 0.01% | SOLD |
| 32 | INTC CALL | INTEL CORP | Technology | 53,000 | $4K | 0.00% | SOLD |
Sector Allocation
Technology
26.1%
Financial Services
20.9%
Industrials
12.0%
Healthcare
8.2%
Communication Services
8.1%
Consumer Cyclical
7.3%
Energy
7.1%
Consumer Defensive
4.5%
Utilities
4.1%
Basic Materials
1.7%