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
476
$33K 0.02%
+379
477
$33K 0.02%
+600
478
$33K 0.02%
+1,500
479
$33K 0.02%
+160
480
$33K 0.02%
+1,218
481
$33K 0.02%
+214
482
$32K 0.02%
+738
483
$32K 0.02%
+650
484
$32K 0.02%
+105
485
$32K 0.02%
+1,200
486
$31K 0.02%
+1,015
487
$31K 0.02%
+534
488
$31K 0.02%
+232
489
$31K 0.02%
+3,999
490
$31K 0.02%
+157
491
$30K 0.02%
+1,500
492
$30K 0.02%
+450
493
$30K 0.02%
+1,500
494
$30K 0.02%
+1,100
495
$29K 0.02%
+524
496
$29K 0.02%
+866
497
$29K 0.02%
+996
498
$29K 0.02%
+646
499
$29K 0.02%
+1,000
500
$29K 0.02%
+628
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