TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
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
+$1.5M
2
+$1.42M
3
+$1.25M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.05M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$883K

Top Sells

1
+$1.17M
2
+$1.15M
3
+$1.14M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.03M
5
CP icon
Canadian Pacific Kansas City
CP
+$787K

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
651
$11K 0.01%
+334
652
$11K 0.01%
+194
653
$11K 0.01%
+47
654
$11K 0.01%
+721
655
$10K 0.01%
+110
656
$10K 0.01%
+1,322
657
$10K 0.01%
+1,250
658
$10K 0.01%
+750
659
$10K 0.01%
+300
660
$10K 0.01%
+419
661
$10K 0.01%
+294
662
$10K 0.01%
+253
663
$10K 0.01%
+757
664
$10K 0.01%
+504
665
$10K 0.01%
+300
666
$10K 0.01%
+300
667
$10K 0.01%
+406
668
$10K 0.01%
+200
669
$10K 0.01%
+150
670
$10K 0.01%
+109
671
$10K 0.01%
+162
672
$10K 0.01%
+140
673
$10K 0.01%
+175
674
$10K 0.01%
+641
675
$10K 0.01%
+1,150
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