TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $426M
1-Year Est. Return 23.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.62%
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
751
$7K ﹤0.01%
+339
752
$7K ﹤0.01%
+100
753
$7K ﹤0.01%
+146
754
$7K ﹤0.01%
+180
755
$7K ﹤0.01%
+175
756
$7K ﹤0.01%
+32
757
$7K ﹤0.01%
+33
758
$7K ﹤0.01%
+290
759
$7K ﹤0.01%
+57
760
$7K ﹤0.01%
+66
761
$7K ﹤0.01%
+71
762
$7K ﹤0.01%
+1,000
763
$7K ﹤0.01%
+300
764
$6K ﹤0.01%
+1,000
765
$6K ﹤0.01%
+64
766
$6K ﹤0.01%
+286
767
$6K ﹤0.01%
+601
768
$6K ﹤0.01%
+28
769
$6K ﹤0.01%
+270
770
$6K ﹤0.01%
+1,923
771
$6K ﹤0.01%
+255
772
$6K ﹤0.01%
+95
773
$6K ﹤0.01%
+230
774
$6K ﹤0.01%
+179
775
$6K ﹤0.01%
+400
29 30
31
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