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
876
$3K ﹤0.01%
+102
877
$3K ﹤0.01%
+49
878
$3K ﹤0.01%
+127
879
$3K ﹤0.01%
+265
880
$3K ﹤0.01%
+101
881
$3K ﹤0.01%
+300
882
$3K ﹤0.01%
+13
883
$3K ﹤0.01%
+271
884
$3K ﹤0.01%
+22
885
$3K ﹤0.01%
+15
886
$3K ﹤0.01%
+100
887
$3K ﹤0.01%
+1,657
888
$3K ﹤0.01%
+50
889
$3K ﹤0.01%
+140
890
$3K ﹤0.01%
+268
891
$3K ﹤0.01%
+39
892
$3K ﹤0.01%
+111
893
$3K ﹤0.01%
+150
894
$3K ﹤0.01%
+250
895
$3K ﹤0.01%
+10
896
$3K ﹤0.01%
+1,400
897
$3K ﹤0.01%
+23
898
$3K ﹤0.01%
+92
899
$3K ﹤0.01%
+25
900
$3K ﹤0.01%
+55
34 35
36
37 38