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
326
$96K 0.05%
+6,100
327
$96K 0.05%
871
-4,068
328
$93K 0.05%
+480
329
$91K 0.05%
2,084
-814
330
$91K 0.05%
+1,202
331
$90K 0.05%
+8,383
332
$90K 0.05%
+1,082
333
$90K 0.05%
9,712
-798
334
$87K 0.05%
+1,220
335
$86K 0.04%
+2,700
336
$85K 0.04%
+1,864
337
$85K 0.04%
+3,630
338
$84K 0.04%
+2,653
339
$84K 0.04%
+887
340
$83K 0.04%
+3,854
341
$81K 0.04%
+595
342
$81K 0.04%
+2,600
343
$81K 0.04%
+886
344
$80K 0.04%
+461
345
$79K 0.04%
+399
346
$79K 0.04%
+510
347
$78K 0.04%
+2,717
348
$78K 0.04%
+1,032
349
$77K 0.04%
+1,672
350
$76K 0.04%
+3,600
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