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
$193M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,051
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.23M
3
+$1.2M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.05M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$828K

Top Sells

1
+$1.16M
2
+$1.15M
3
+$1.14M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$931K
5
CP icon
Canadian Pacific Kansas City
CP
+$761K

Sector Composition

1 Technology 12.04%
2 Healthcare 10.71%
3 Financials 6.96%
4 Consumer Discretionary 5.97%
5 Materials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$173K 0.09%
+1,225
227
$173K 0.09%
+1,226
228
$173K 0.09%
+4,314
229
$172K 0.09%
+5,019
230
$171K 0.09%
4,250
-300
231
$171K 0.09%
+3,091
232
$171K 0.09%
+866
233
$166K 0.09%
1,217
+80
234
$161K 0.08%
+2,224
235
$160K 0.08%
+949
236
$160K 0.08%
+1,191
237
$159K 0.08%
+4,643
238
$158K 0.08%
+1,437
239
$158K 0.08%
8,518
-302
240
$158K 0.08%
+3,975
241
$156K 0.08%
+1,635
242
$156K 0.08%
1,635
-63
243
$156K 0.08%
+3,838
244
$155K 0.08%
+1,448
245
$155K 0.08%
11,500
-650
246
$154K 0.08%
+4,400
247
$154K 0.08%
693
-107
248
$153K 0.08%
+665
249
$153K 0.08%
+726
250
$151K 0.08%
+702
8 9
10
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