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
751
$7K ﹤0.01%
+71
752
$7K ﹤0.01%
+1,000
753
$7K ﹤0.01%
+300
754
$7K ﹤0.01%
+937
755
$7K ﹤0.01%
+324
756
$7K ﹤0.01%
+268
757
$7K ﹤0.01%
+250
758
$7K ﹤0.01%
+339
759
$7K ﹤0.01%
+100
760
$7K ﹤0.01%
+146
761
$7K ﹤0.01%
+180
762
$7K ﹤0.01%
+175
763
$7K ﹤0.01%
+32
764
$6K ﹤0.01%
+64
765
$6K ﹤0.01%
+286
766
$6K ﹤0.01%
+601
767
$6K ﹤0.01%
+28
768
$6K ﹤0.01%
+270
769
$6K ﹤0.01%
+1,923
770
$6K ﹤0.01%
+255
771
$6K ﹤0.01%
+95
772
$6K ﹤0.01%
+118
773
$6K ﹤0.01%
+60
774
$6K ﹤0.01%
+202
775
$6K ﹤0.01%
+200
29 30
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