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
401
$54K 0.03%
+512
402
$53K 0.03%
+1,810
403
$52K 0.03%
+246
404
$52K 0.03%
+1,500
405
$52K 0.03%
+1,000
406
$52K 0.03%
+300
407
$51K 0.03%
+600
408
$51K 0.03%
+692
409
$51K 0.03%
+1,424
410
$50K 0.03%
+1,860
411
$50K 0.03%
+210
412
$49K 0.03%
+175
413
$49K 0.03%
+1,653
414
$49K 0.03%
+712
415
$49K 0.03%
+1,199
416
$49K 0.03%
+704
417
$48K 0.02%
+734
418
$48K 0.02%
+1,527
419
$48K 0.02%
+701
420
$47K 0.02%
+1,359
421
$47K 0.02%
+1,336
422
$47K 0.02%
+224
423
$46K 0.02%
+1,561
424
$46K 0.02%
+1,030
425
$46K 0.02%
+167
15 16
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