TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $376M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
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 6.97%
4 Consumer Discretionary 5.97%
5 Materials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$151K 0.08%
1,443
252
$149K 0.08%
+1,325
253
$149K 0.08%
+7,500
254
$149K 0.08%
8,298
255
$148K 0.08%
+6,341
256
$148K 0.08%
658
-213
257
$148K 0.08%
+671
258
$147K 0.08%
+595
259
$146K 0.08%
+2,683
260
$145K 0.08%
+300
261
$145K 0.08%
10,909
+472
262
$145K 0.08%
+3,205
263
$144K 0.07%
+633
264
$141K 0.07%
+1,491
265
$141K 0.07%
+4,450
266
$141K 0.07%
+4,557
267
$140K 0.07%
+3,250
268
$140K 0.07%
+1,053
269
$140K 0.07%
+36
270
$138K 0.07%
+1,662
271
$137K 0.07%
+6,011
272
$136K 0.07%
15,972
-21,808
273
$135K 0.07%
+283
274
$134K 0.07%
+1,050
275
$134K 0.07%
+2,117
9 10
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