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
926
$2K ﹤0.01%
+53
927
$2K ﹤0.01%
+30
928
$2K ﹤0.01%
+62
929
$2K ﹤0.01%
+25
930
$2K ﹤0.01%
+100
931
$2K ﹤0.01%
+35
932
$2K ﹤0.01%
+10
933
$2K ﹤0.01%
+47
934
$2K ﹤0.01%
+9
935
$2K ﹤0.01%
+59
936
$2K ﹤0.01%
+366
937
$2K ﹤0.01%
+104
938
$2K ﹤0.01%
+8
939
$2K ﹤0.01%
+40
940
$2K ﹤0.01%
+35
941
$2K ﹤0.01%
+105
942
$2K ﹤0.01%
+53
943
$2K ﹤0.01%
+44
944
$2K ﹤0.01%
+133
945
$2K ﹤0.01%
30
-9,651
946
$2K ﹤0.01%
+37
947
$2K ﹤0.01%
+24
948
$2K ﹤0.01%
+30
949
$2K ﹤0.01%
+20
950
$2K ﹤0.01%
+3,000
36 37
38
39 40