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
351
$76K 0.04%
+1,520
352
$75K 0.04%
+2,170
353
$75K 0.04%
+1,450
354
$74K 0.04%
+1,573
355
$73K 0.04%
2,510
-2,867
356
$73K 0.04%
576
-2,316
357
$73K 0.04%
+721
358
$72K 0.04%
+2,280
359
$72K 0.04%
+6,426
360
$72K 0.04%
+2,400
361
$70K 0.04%
1,000
-10,865
362
$70K 0.04%
+1,536
363
$70K 0.04%
+1,851
364
$69K 0.04%
+606
365
$69K 0.04%
+550
366
$69K 0.04%
+603
367
$69K 0.04%
+400
368
$67K 0.03%
+709
369
$67K 0.03%
416
-982
370
$67K 0.03%
+620
371
$67K 0.03%
+1,184
372
$66K 0.03%
+4,460
373
$66K 0.03%
+1,586
374
$66K 0.03%
+750
375
$65K 0.03%
+7,000
13 14
15
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