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
876
$3K ﹤0.01%
+140
877
$3K ﹤0.01%
+268
878
$3K ﹤0.01%
+39
879
$3K ﹤0.01%
+1,400
880
$3K ﹤0.01%
+23
881
$3K ﹤0.01%
+92
882
$3K ﹤0.01%
+25
883
$3K ﹤0.01%
+55
884
$3K ﹤0.01%
+68
885
$3K ﹤0.01%
+110
886
$3K ﹤0.01%
+1,200
887
$3K ﹤0.01%
+250
888
$3K ﹤0.01%
+235
889
$3K ﹤0.01%
+331
890
$3K ﹤0.01%
+300
891
$3K ﹤0.01%
+66
892
$3K ﹤0.01%
+50
893
$3K ﹤0.01%
+265
894
$3K ﹤0.01%
+101
895
$3K ﹤0.01%
+300
896
$3K ﹤0.01%
+13
897
$3K ﹤0.01%
+271
898
$3K ﹤0.01%
+22
899
$3K ﹤0.01%
+15
900
$3K ﹤0.01%
+150
34 35
36
37 38