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
301
$113K 0.06%
+6,909
302
$113K 0.06%
435
-30
303
$112K 0.06%
+1,807
304
$112K 0.06%
+536
305
$112K 0.06%
+613
306
$111K 0.06%
+813
307
$108K 0.06%
+476
308
$107K 0.06%
+3,107
309
$107K 0.06%
+5,100
310
$106K 0.05%
+4,237
311
$106K 0.05%
+609
312
$106K 0.05%
+1,096
313
$105K 0.05%
+4,671
314
$105K 0.05%
+1,225
315
$102K 0.05%
+742
316
$102K 0.05%
+1,450
317
$101K 0.05%
+962
318
$101K 0.05%
+1,166
319
$100K 0.05%
+210
320
$100K 0.05%
+508
321
$99K 0.05%
+2,126
322
$97K 0.05%
+153
323
$97K 0.05%
4,913
-4,272
324
$96K 0.05%
+3,803
325
$96K 0.05%
+567
11 12
13
14 15