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
701
$9K ﹤0.01%
+429
702
$9K ﹤0.01%
+104
703
$9K ﹤0.01%
+165
704
$9K ﹤0.01%
+315
705
$9K ﹤0.01%
+200
706
$9K ﹤0.01%
+3,113
707
$9K ﹤0.01%
+1,019
708
$8K ﹤0.01%
+150
709
$8K ﹤0.01%
+198
710
$8K ﹤0.01%
+1,800
711
$8K ﹤0.01%
+147
712
$8K ﹤0.01%
+285
713
$8K ﹤0.01%
+63
714
$8K ﹤0.01%
+501
715
$8K ﹤0.01%
+107
716
$8K ﹤0.01%
+1,205
717
$8K ﹤0.01%
+250
718
$8K ﹤0.01%
+98
719
$8K ﹤0.01%
+225
720
$8K ﹤0.01%
+133
721
$8K ﹤0.01%
+357
722
$8K ﹤0.01%
+250
723
$8K ﹤0.01%
+253
724
$8K ﹤0.01%
+61
725
$8K ﹤0.01%
+308
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