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
901
$3K ﹤0.01%
+20
902
$3K ﹤0.01%
+100
903
$3K ﹤0.01%
+1,657
904
$3K ﹤0.01%
+50
905
$3K ﹤0.01%
+50
906
$3K ﹤0.01%
+40
907
$3K ﹤0.01%
+400
908
$3K ﹤0.01%
+35
909
$3K ﹤0.01%
+25
910
$3K ﹤0.01%
+25
911
$2K ﹤0.01%
+100
912
$2K ﹤0.01%
+22
913
$2K ﹤0.01%
+28
914
$2K ﹤0.01%
+24
915
$2K ﹤0.01%
+12
916
$2K ﹤0.01%
+2,000
917
$2K ﹤0.01%
+96
918
$2K ﹤0.01%
+20
919
$2K ﹤0.01%
+104
920
$2K ﹤0.01%
+581
921
$2K ﹤0.01%
+39
922
$2K ﹤0.01%
+90
923
$2K ﹤0.01%
+18
924
$2K ﹤0.01%
+145
925
$2K ﹤0.01%
+250
35 36
37
38 39