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
551
$20K 0.01%
+150
552
$20K 0.01%
+520
553
$20K 0.01%
+380
554
$20K 0.01%
+1,465
555
$19K 0.01%
+195
556
$19K 0.01%
+100
557
$19K 0.01%
+450
558
$19K 0.01%
+503
559
$19K 0.01%
+572
560
$19K 0.01%
+554
561
$19K 0.01%
+931
562
$19K 0.01%
+498
563
$19K 0.01%
+1,251
564
$19K 0.01%
+100
565
$18K 0.01%
+21
566
$18K 0.01%
+190
567
$18K 0.01%
+310
568
$18K 0.01%
+165
569
$18K 0.01%
+116
570
$18K 0.01%
+225
571
$17K 0.01%
+451
572
$17K 0.01%
+1,312
573
$17K 0.01%
+231
574
$17K 0.01%
+191
575
$17K 0.01%
+420
21 22
23
24 25