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
726
$8K ﹤0.01%
+501
727
$8K ﹤0.01%
+107
728
$8K ﹤0.01%
+1,205
729
$8K ﹤0.01%
+250
730
$8K ﹤0.01%
+98
731
$8K ﹤0.01%
+225
732
$8K ﹤0.01%
+321
733
$8K ﹤0.01%
+154
734
$8K ﹤0.01%
+96
735
$8K ﹤0.01%
+300
736
$8K ﹤0.01%
+167
737
$8K ﹤0.01%
+150
738
$8K ﹤0.01%
+150
739
$7K ﹤0.01%
+207
740
$7K ﹤0.01%
+350
741
$7K ﹤0.01%
+296
742
$7K ﹤0.01%
+53
743
$7K ﹤0.01%
+400
744
$7K ﹤0.01%
+1,518
745
$7K ﹤0.01%
+33
746
$7K ﹤0.01%
+290
747
$7K ﹤0.01%
+500
748
$7K ﹤0.01%
+57
749
$7K ﹤0.01%
+191
750
$7K ﹤0.01%
+66
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