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
376
$65K 0.03%
+828
377
$65K 0.03%
+809
378
$65K 0.03%
+830
379
$65K 0.03%
+1,025
380
$64K 0.03%
+5,000
381
$63K 0.03%
+1,618
382
$62K 0.03%
+886
383
$61K 0.03%
+2,125
384
$61K 0.03%
+929
385
$60K 0.03%
+475
386
$60K 0.03%
1,256
-9,466
387
$59K 0.03%
+655
388
$58K 0.03%
+747
389
$58K 0.03%
+1,424
390
$58K 0.03%
+1,080
391
$58K 0.03%
+3,100
392
$57K 0.03%
+5,734
393
$57K 0.03%
+910
394
$56K 0.03%
+1,140
395
$56K 0.03%
+524
396
$56K 0.03%
+1,525
397
$56K 0.03%
+388
398
$55K 0.03%
+3,167
399
$54K 0.03%
+6,000
400
$54K 0.03%
+268
14 15
16
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