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
526
$23K 0.01%
+395
527
$23K 0.01%
+571
528
$23K 0.01%
+408
529
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+200
530
$23K 0.01%
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531
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532
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533
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534
$22K 0.01%
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535
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536
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537
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538
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539
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+600
540
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541
$22K 0.01%
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542
$21K 0.01%
+1,806
543
$21K 0.01%
151
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544
$21K 0.01%
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545
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546
$20K 0.01%
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547
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548
$20K 0.01%
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549
$20K 0.01%
+215
550
$20K 0.01%
+450
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