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
676
$10K 0.01%
+401
677
$10K 0.01%
+240
678
$10K 0.01%
+250
679
$10K 0.01%
+125
680
$10K 0.01%
+105
681
$10K 0.01%
+75
682
$10K 0.01%
+303
683
$9K ﹤0.01%
+195
684
$9K ﹤0.01%
+249
685
$9K ﹤0.01%
+90
686
$9K ﹤0.01%
+166
687
$9K ﹤0.01%
+224
688
$9K ﹤0.01%
+200
689
$9K ﹤0.01%
+700
690
$9K ﹤0.01%
+984
691
$9K ﹤0.01%
+199
692
$9K ﹤0.01%
+105
693
$9K ﹤0.01%
+97
694
$9K ﹤0.01%
+175
695
$9K ﹤0.01%
+402
696
$9K ﹤0.01%
+37
697
$9K ﹤0.01%
+250
698
$9K ﹤0.01%
+552
699
$9K ﹤0.01%
+400
700
$9K ﹤0.01%
+150
26 27
28
29 30