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
951
$2K ﹤0.01%
+100
952
$1K ﹤0.01%
+83
953
$1K ﹤0.01%
+13
954
$1K ﹤0.01%
+16
955
$1K ﹤0.01%
+17
956
$1K ﹤0.01%
+2
957
$1K ﹤0.01%
+47
958
$1K ﹤0.01%
+50
959
$1K ﹤0.01%
+9
960
$1K ﹤0.01%
+250
961
$1K ﹤0.01%
+25
962
$1K ﹤0.01%
+6
963
$1K ﹤0.01%
+50
964
$1K ﹤0.01%
+50
965
$1K ﹤0.01%
+156
966
$1K ﹤0.01%
+70
967
$1K ﹤0.01%
+70
968
$1K ﹤0.01%
+25
969
$1K ﹤0.01%
+12
970
$1K ﹤0.01%
+3
971
$1K ﹤0.01%
+15
972
$1K ﹤0.01%
+100
973
$1K ﹤0.01%
+34
974
$1K ﹤0.01%
+25
975
$1K ﹤0.01%
+140
37 38
39
40 41