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
776
$6K ﹤0.01%
+175
777
$6K ﹤0.01%
+701
778
$6K ﹤0.01%
+230
779
$6K ﹤0.01%
+179
780
$6K ﹤0.01%
+400
781
$6K ﹤0.01%
+170
782
$6K ﹤0.01%
+141
783
$6K ﹤0.01%
+510
784
$6K ﹤0.01%
+100
785
$6K ﹤0.01%
+644
786
$6K ﹤0.01%
+5
787
$6K ﹤0.01%
+85
788
$6K ﹤0.01%
+54
789
$6K ﹤0.01%
+200
790
$6K ﹤0.01%
+114
791
$6K ﹤0.01%
+500
792
$6K ﹤0.01%
+1,000
793
$6K ﹤0.01%
+216
794
$6K ﹤0.01%
+500
795
$6K ﹤0.01%
+300
796
$6K ﹤0.01%
+500
797
$5K ﹤0.01%
+40
798
$5K ﹤0.01%
+101
799
$5K ﹤0.01%
+101
800
$5K ﹤0.01%
+1,351
30 31
32
33 34