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
776
$6K ﹤0.01%
+118
777
$6K ﹤0.01%
+60
778
$6K ﹤0.01%
+202
779
$6K ﹤0.01%
+200
780
$6K ﹤0.01%
+175
781
$6K ﹤0.01%
+701
782
$6K ﹤0.01%
+170
783
$6K ﹤0.01%
+141
784
$6K ﹤0.01%
+510
785
$6K ﹤0.01%
+100
786
$6K ﹤0.01%
+644
787
$6K ﹤0.01%
+5
788
$6K ﹤0.01%
+85
789
$6K ﹤0.01%
+54
790
$6K ﹤0.01%
+200
791
$6K ﹤0.01%
+114
792
$6K ﹤0.01%
+500
793
$6K ﹤0.01%
+216
794
$6K ﹤0.01%
+500
795
$6K ﹤0.01%
+300
796
$6K ﹤0.01%
+500
797
$5K ﹤0.01%
+1,351
798
$5K ﹤0.01%
+50
799
$5K ﹤0.01%
+200
800
$5K ﹤0.01%
+45
30 31
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