TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $426M
1-Year Est. Return 23.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.62%
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%
+20
902
$3K ﹤0.01%
+100
903
$3K ﹤0.01%
+1,657
904
$3K ﹤0.01%
+50
905
$3K ﹤0.01%
+245
906
$3K ﹤0.01%
+140
907
$3K ﹤0.01%
+268
908
$3K ﹤0.01%
+39
909
$3K ﹤0.01%
+150
910
$3K ﹤0.01%
+55
911
$2K ﹤0.01%
+20
912
$2K ﹤0.01%
+145
913
$2K ﹤0.01%
+47
914
$2K ﹤0.01%
+250
915
$2K ﹤0.01%
+40
916
$2K ﹤0.01%
+53
917
$2K ﹤0.01%
+30
918
$2K ﹤0.01%
+62
919
$2K ﹤0.01%
+25
920
$2K ﹤0.01%
+100
921
$2K ﹤0.01%
+35
922
$2K ﹤0.01%
+10
923
$2K ﹤0.01%
+9
924
$2K ﹤0.01%
+59
925
$2K ﹤0.01%
+366
35 36
37
38 39