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
276
$134K 0.07%
+1,295
277
$131K 0.07%
+1,990
278
$130K 0.07%
+714
279
$129K 0.07%
+2,189
280
$129K 0.07%
+2,560
281
$128K 0.07%
+1,415
282
$128K 0.07%
+2,241
283
$128K 0.07%
+1,343
284
$128K 0.07%
+2,610
285
$126K 0.07%
+4,784
286
$126K 0.07%
+429
287
$125K 0.06%
+1,354
288
$124K 0.06%
+1,288
289
$124K 0.06%
+4,155
290
$124K 0.06%
+815
291
$122K 0.06%
+1,346
292
$122K 0.06%
+1,846
293
$121K 0.06%
+2,174
294
$121K 0.06%
2,890
-305
295
$116K 0.06%
+3,000
296
$115K 0.06%
+570
297
$114K 0.06%
+826
298
$114K 0.06%
+405
299
$114K 0.06%
+4,404
300
$114K 0.06%
+3,685
10 11
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