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
626
$12K 0.01%
+190
627
$12K 0.01%
+200
628
$12K 0.01%
+209
629
$12K 0.01%
+225
630
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+232
631
$12K 0.01%
+146
632
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633
$12K 0.01%
+10
634
$11K 0.01%
+334
635
$11K 0.01%
+194
636
$11K 0.01%
+47
637
$11K 0.01%
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638
$11K 0.01%
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639
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+141
640
$11K 0.01%
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641
$11K 0.01%
+715
642
$11K 0.01%
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643
$11K 0.01%
+250
644
$11K 0.01%
+281
645
$11K 0.01%
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646
$11K 0.01%
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647
$11K 0.01%
+1,000
648
$11K 0.01%
+205
649
$11K 0.01%
+287
650
$11K 0.01%
+160
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