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
601
$14K 0.01%
+404
602
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+545
603
$14K 0.01%
+500
604
$14K 0.01%
+576
605
$14K 0.01%
+3,779
606
$14K 0.01%
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607
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+436
608
$14K 0.01%
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609
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+252
610
$13K 0.01%
+90
611
$13K 0.01%
+903
612
$13K 0.01%
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613
$13K 0.01%
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614
$13K 0.01%
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615
$13K 0.01%
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616
$13K 0.01%
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617
$13K 0.01%
+137
618
$13K 0.01%
+350
619
$12K 0.01%
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620
$12K 0.01%
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621
$12K 0.01%
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622
$12K 0.01%
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623
$12K 0.01%
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624
$12K 0.01%
+100
625
$12K 0.01%
+150
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