TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
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 6.96%
4 Consumer Discretionary 5.97%
5 Materials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$952K 0.49%
5,048
+1,093
52
$950K 0.49%
3,478
-225
53
$909K 0.47%
13,012
+4,178
54
$882K 0.46%
16,826
+1,252
55
$810K 0.42%
+9,781
56
$803K 0.42%
15,361
+281
57
$798K 0.41%
3,234
-185
58
$779K 0.4%
+20,130
59
$778K 0.4%
2,837
+1,894
60
$759K 0.39%
+9,531
61
$753K 0.39%
3,069
+615
62
$717K 0.37%
2,493
-18
63
$714K 0.37%
7,706
+1,317
64
$708K 0.37%
4,784
+7
65
$704K 0.36%
3,937
-228
66
$696K 0.36%
57,681
+4,155
67
$690K 0.36%
6,351
+84
68
$682K 0.35%
64,737
+6,588
69
$677K 0.35%
+18,097
70
$668K 0.35%
5,627
+630
71
$656K 0.34%
5,964
-10,581
72
$650K 0.34%
22,436
+415
73
$640K 0.33%
7,577
+1,200
74
$616K 0.32%
9,024
-781
75
$612K 0.32%
13,373
+1,082
1 2
3
4 5