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
801
$5K ﹤0.01%
+185
802
$5K ﹤0.01%
+50
803
$5K ﹤0.01%
+200
804
$5K ﹤0.01%
+45
805
$5K ﹤0.01%
+200
806
$5K ﹤0.01%
+896
807
$5K ﹤0.01%
+96
808
$5K ﹤0.01%
+111
809
$5K ﹤0.01%
+95
810
$5K ﹤0.01%
+75
811
$5K ﹤0.01%
+100
812
$5K ﹤0.01%
+108
813
$5K ﹤0.01%
+1,315
814
$5K ﹤0.01%
+50
815
$5K ﹤0.01%
+85
816
$5K ﹤0.01%
+48
817
$5K ﹤0.01%
+75
818
$5K ﹤0.01%
+15
819
$5K ﹤0.01%
+105
820
$5K ﹤0.01%
+56
821
$5K ﹤0.01%
+100
822
$5K ﹤0.01%
50
-4,145
823
$5K ﹤0.01%
+181
824
$5K ﹤0.01%
+238
825
$5K ﹤0.01%
+25
31 32
33
34 35