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
901
$3K ﹤0.01%
+50
902
$3K ﹤0.01%
+40
903
$3K ﹤0.01%
+400
904
$3K ﹤0.01%
+35
905
$3K ﹤0.01%
+50
906
$3K ﹤0.01%
+25
907
$3K ﹤0.01%
+150
908
$3K ﹤0.01%
+20
909
$3K ﹤0.01%
+1,000
910
$3K ﹤0.01%
+245
911
$2K ﹤0.01%
+24
912
$2K ﹤0.01%
+20
913
$2K ﹤0.01%
+145
914
$2K ﹤0.01%
+53
915
$2K ﹤0.01%
+30
916
$2K ﹤0.01%
+62
917
$2K ﹤0.01%
+25
918
$2K ﹤0.01%
+100
919
$2K ﹤0.01%
+35
920
$2K ﹤0.01%
+10
921
$2K ﹤0.01%
+47
922
$2K ﹤0.01%
+9
923
$2K ﹤0.01%
+59
924
$2K ﹤0.01%
+366
925
$2K ﹤0.01%
+104
35 36
37
38 39