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
426
$46K 0.02%
+900
427
$45K 0.02%
+2,637
428
$45K 0.02%
+1,955
429
$45K 0.02%
+2,200
430
$44K 0.02%
900
-3,200
431
$44K 0.02%
+1,038
432
$44K 0.02%
+1,218
433
$44K 0.02%
+2,067
434
$44K 0.02%
+220
435
$43K 0.02%
+5,000
436
$43K 0.02%
+318
437
$43K 0.02%
+2,450
438
$43K 0.02%
+1,000
439
$42K 0.02%
+900
440
$41K 0.02%
+1,310
441
$41K 0.02%
+187
442
$39K 0.02%
+715
443
$39K 0.02%
+509
444
$39K 0.02%
+4,348
445
$39K 0.02%
+2,358
446
$38K 0.02%
+1,850
447
$38K 0.02%
+425
448
$38K 0.02%
+800
449
$38K 0.02%
+370
450
$37K 0.02%
+260
16 17
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