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
501
$28K 0.01%
+2,748
502
$28K 0.01%
+2,000
503
$27K 0.01%
+2,630
504
$27K 0.01%
+350
505
$27K 0.01%
+1,301
506
$27K 0.01%
+644
507
$27K 0.01%
+1,365
508
$27K 0.01%
+583
509
$27K 0.01%
+2,300
510
$27K 0.01%
+1,000
511
$26K 0.01%
+425
512
$26K 0.01%
+845
513
$26K 0.01%
+2,587
514
$26K 0.01%
+163
515
$26K 0.01%
+97
516
$26K 0.01%
347
-2,596
517
$25K 0.01%
+701
518
$25K 0.01%
+178
519
$25K 0.01%
+260
520
$25K 0.01%
+1,000
521
$24K 0.01%
+686
522
$24K 0.01%
+728
523
$24K 0.01%
+1,000
524
$24K 0.01%
+159
525
$23K 0.01%
+913
19 20
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