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Home > Institutional Investor > Total Clarity Wealth Management, Inc. > Profile

Instuitional Investor - Total Clarity Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Total Clarity Wealth Management, Inc.
Portfolio Value $243,931,568
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 283,500 $14,243,024 5.83%
2.
Ishares Trust
 IEF 21,127 $6,405,073 2.62%
3.
Apple Inc.
 AAPL 31,335 $6,033,028 2.47%
4.
First Tr Exchng Traded Fd Vi
 225,599 $5,581,320 2.28%
5.
Invesco Exchng Trad Slf Inde
 259,700 $5,373,193 2.2%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)