TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
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
976
$1K ﹤0.01%
+47
977
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+34
978
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+50
979
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+9
980
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+25
981
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+140
982
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+9
983
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+16
984
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+230
985
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+21
986
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+4
987
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+25
988
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+6
989
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+50
990
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+20
991
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+20
992
$1K ﹤0.01%
+67
993
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994
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+10
995
$1K ﹤0.01%
+4
996
$1K ﹤0.01%
+6
997
$1K ﹤0.01%
67
998
$1K ﹤0.01%
+32
999
$1K ﹤0.01%
+22
1000
$1K ﹤0.01%
+52
38 39
40
41 42