Portfolio (Quarterly)
Guide ↗
Total Clarity Wealth Management, Inc.
· CIK 0001804909| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | QINT | AMERICAN CENTY ETF TR | — | 3,346.0 | $219K | 0.05% | NEW | — | $65.44 | +12.6% |
| 42 | TERN | TERNS PHARMACEUTICALS INC | Healthcare | 3,950.0 | $208K | 0.05% | NEW | — | $52.72 | +0.4% |
| 43 | ECOW | PACER FDS TR | — | 7,725.0 | $206K | 0.05% | NEW | — | $26.67 | +4.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
26.2%
Financial Services
21.0%
Industrials
12.0%
Healthcare
8.3%
Communication Services
7.5%
Consumer Cyclical
7.4%
Energy
7.1%
Consumer Defensive
4.5%
Utilities
4.2%
Basic Materials
1.8%