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
851
$4K ﹤0.01%
+50
852
$4K ﹤0.01%
+167
853
$4K ﹤0.01%
+405
854
$4K ﹤0.01%
+301
855
$4K ﹤0.01%
+100
856
$4K ﹤0.01%
+452
857
$4K ﹤0.01%
+112
858
$4K ﹤0.01%
+400
859
$4K ﹤0.01%
+200
860
$4K ﹤0.01%
+24
861
$4K ﹤0.01%
+82
862
$4K ﹤0.01%
+20
863
$4K ﹤0.01%
+18
864
$4K ﹤0.01%
+46
865
$4K ﹤0.01%
+100
866
$4K ﹤0.01%
+700
867
$3K ﹤0.01%
+102
868
$3K ﹤0.01%
+49
869
$3K ﹤0.01%
+127
870
$3K ﹤0.01%
+111
871
$3K ﹤0.01%
+150
872
$3K ﹤0.01%
+250
873
$3K ﹤0.01%
+10
874
$3K ﹤0.01%
+1,000
875
$3K ﹤0.01%
+245
33 34
35
36 37