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
726
$8K ﹤0.01%
+321
727
$8K ﹤0.01%
+154
728
$8K ﹤0.01%
+96
729
$8K ﹤0.01%
+300
730
$8K ﹤0.01%
+167
731
$8K ﹤0.01%
+150
732
$8K ﹤0.01%
+151
733
$8K ﹤0.01%
+111
734
$8K ﹤0.01%
+425
735
$8K ﹤0.01%
+193
736
$8K ﹤0.01%
+350
737
$8K ﹤0.01%
+359
738
$8K ﹤0.01%
+100
739
$7K ﹤0.01%
+32
740
$7K ﹤0.01%
+53
741
$7K ﹤0.01%
+400
742
$7K ﹤0.01%
+1,518
743
$7K ﹤0.01%
+207
744
$7K ﹤0.01%
+350
745
$7K ﹤0.01%
+296
746
$7K ﹤0.01%
+937
747
$7K ﹤0.01%
+324
748
$7K ﹤0.01%
+268
749
$7K ﹤0.01%
+250
750
$7K ﹤0.01%
+339
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