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
801
$5K ﹤0.01%
+200
802
$5K ﹤0.01%
+896
803
$5K ﹤0.01%
+96
804
$5K ﹤0.01%
+111
805
$5K ﹤0.01%
+40
806
$5K ﹤0.01%
+101
807
$5K ﹤0.01%
+101
808
$5K ﹤0.01%
+95
809
$5K ﹤0.01%
+75
810
$5K ﹤0.01%
+100
811
$5K ﹤0.01%
+108
812
$5K ﹤0.01%
+132
813
$5K ﹤0.01%
+50
814
$5K ﹤0.01%
+85
815
$5K ﹤0.01%
+48
816
$5K ﹤0.01%
+75
817
$5K ﹤0.01%
+15
818
$5K ﹤0.01%
+105
819
$5K ﹤0.01%
+56
820
$5K ﹤0.01%
+100
821
$5K ﹤0.01%
50
-4,145
822
$5K ﹤0.01%
+181
823
$5K ﹤0.01%
+238
824
$5K ﹤0.01%
+25
825
$5K ﹤0.01%
+52
31 32
33
34 35