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
826
$5K ﹤0.01%
+52
827
$5K ﹤0.01%
+315
828
$5K ﹤0.01%
+51
829
$5K ﹤0.01%
+163
830
$5K ﹤0.01%
+77
831
$5K ﹤0.01%
+200
832
$4K ﹤0.01%
+200
833
$4K ﹤0.01%
+74
834
$4K ﹤0.01%
+32
835
$4K ﹤0.01%
+70
836
$4K ﹤0.01%
+100
837
$4K ﹤0.01%
+400
838
$4K ﹤0.01%
+984
839
$4K ﹤0.01%
+65
840
$4K ﹤0.01%
+400
841
$4K ﹤0.01%
+16
842
$4K ﹤0.01%
+151
843
$4K ﹤0.01%
+158
844
$4K ﹤0.01%
+100
845
$4K ﹤0.01%
+68
846
$4K ﹤0.01%
+195
847
$4K ﹤0.01%
+110
848
$4K ﹤0.01%
+11
849
$4K ﹤0.01%
+97
850
$4K ﹤0.01%
+13
32 33
34
35 36