TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
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 6.96%
4 Consumer Discretionary 5.97%
5 Materials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$581K 0.3%
+23,698
77
$574K 0.3%
7,507
-2,191
78
$564K 0.29%
19,105
+9,109
79
$563K 0.29%
1,785
+1
80
$563K 0.29%
17,418
+3,445
81
$562K 0.29%
37,239
-220
82
$557K 0.29%
+24,578
83
$551K 0.29%
36,370
-130
84
$540K 0.28%
5,580
+800
85
$536K 0.28%
29,537
+2,187
86
$530K 0.27%
3,032
+1,919
87
$529K 0.27%
2,687
+236
88
$524K 0.27%
8,855
+545
89
$516K 0.27%
1,488
+85
90
$516K 0.27%
6,031
+556
91
$513K 0.27%
3,160
92
$509K 0.26%
3,540
+1,810
93
$494K 0.26%
47,226
+56
94
$484K 0.25%
+10,896
95
$482K 0.25%
8,711
-1,060
96
$481K 0.25%
8,700
+1,600
97
$481K 0.25%
5,455
+1,050
98
$480K 0.25%
21,466
+3,900
99
$475K 0.25%
5,207
-65
100
$475K 0.25%
4,039
+30
2 3
4
5 6