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
451
$37K 0.02%
+2,250
452
$37K 0.02%
+800
453
$37K 0.02%
+322
454
$37K 0.02%
+800
455
$36K 0.02%
+925
456
$36K 0.02%
+439
457
$36K 0.02%
+1,498
458
$36K 0.02%
+2,500
459
$36K 0.02%
+1,735
460
$36K 0.02%
+428
461
$36K 0.02%
+780
462
$35K 0.02%
+3,509
463
$35K 0.02%
+1,200
464
$35K 0.02%
+488
465
$35K 0.02%
+575
466
$35K 0.02%
+450
467
$35K 0.02%
+250
468
$35K 0.02%
+1,500
469
$35K 0.02%
+1,006
470
$35K 0.02%
+1,459
471
$35K 0.02%
+1,219
472
$34K 0.02%
+1,100
473
$34K 0.02%
+328
474
$34K 0.02%
+530
475
$34K 0.02%
+630
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