TCWM
Total Clarity Wealth Management Portfolio holdings
AUM
$349M
1-Year Return
13.67%
This Quarter Return
-11.52%
1 Year Return
+13.67%
3 Year Return
+48.16%
5 Year Return
+97.51%
10 Year Return
–
AUM
$193M
AUM Growth
+$11M
(+6%)
Cap. Flow
+$33.7M
Cap. Flow
% of AUM
17.42%
Top 10 Holdings %
Top 10 Hldgs %
17.96%
Holding
1,051
New
828
Increased
107
Reduced
88
Closed
9
Top Buys
| 1 |
Rio Tinto
RIO
|
+$1.27M |
| 2 |
Air Products & Chemicals
APD
|
+$1.23M |
| 3 |
Devon Energy
DVN
|
+$1.2M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.05M |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$828K |
Top Sells
| 1 |
iShares Agency Bond ETF
AGZ
|
+$1.16M |
| 2 |
PetMed Express
PETS
|
+$1.15M |
| 3 |
CERN
Cerner Corp
CERN
|
+$1.14M |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$931K |
| 5 |
Canadian Pacific Kansas City
CP
|
+$761K |
Sector Composition
| 1 | Technology | 12.04% |
| 2 | Healthcare | 10.71% |
| 3 | Financials | 6.96% |
| 4 | Consumer Discretionary | 5.97% |
| 5 | Materials | 4.85% |
