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
651
$11K 0.01%
+659
652
$11K 0.01%
+700
653
$11K 0.01%
+900
654
$11K 0.01%
+232
655
$10K 0.01%
+160
656
$10K 0.01%
+140
657
$10K 0.01%
+175
658
$10K 0.01%
+641
659
$10K 0.01%
+1,150
660
$10K 0.01%
+401
661
$10K 0.01%
+240
662
$10K 0.01%
+250
663
$10K 0.01%
+125
664
$10K 0.01%
+105
665
$10K 0.01%
+75
666
$10K 0.01%
+303
667
$10K 0.01%
+1,250
668
$10K 0.01%
+110
669
$10K 0.01%
+1,322
670
$10K 0.01%
+750
671
$10K 0.01%
+300
672
$10K 0.01%
+419
673
$10K 0.01%
+294
674
$10K 0.01%
+253
675
$10K 0.01%
+757
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