TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
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
826
$5K ﹤0.01%
+163
827
$5K ﹤0.01%
+77
828
$5K ﹤0.01%
+1,351
829
$5K ﹤0.01%
+200
830
$5K ﹤0.01%
+51
831
$5K ﹤0.01%
+185
832
$4K ﹤0.01%
+110
833
$4K ﹤0.01%
+11
834
$4K ﹤0.01%
+97
835
$4K ﹤0.01%
+400
836
$4K ﹤0.01%
+16
837
$4K ﹤0.01%
+151
838
$4K ﹤0.01%
+200
839
$4K ﹤0.01%
+32
840
$4K ﹤0.01%
+70
841
$4K ﹤0.01%
+100
842
$4K ﹤0.01%
+400
843
$4K ﹤0.01%
+984
844
$4K ﹤0.01%
+65
845
$4K ﹤0.01%
+158
846
$4K ﹤0.01%
+100
847
$4K ﹤0.01%
+68
848
$4K ﹤0.01%
+195
849
$4K ﹤0.01%
+13
850
$4K ﹤0.01%
+50
32 33
34
35 36