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
976
$1K ﹤0.01%
+9
977
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+26
978
$1K ﹤0.01%
+500
979
– –
0
980
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+6
981
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+26
982
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+15
983
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+15
984
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985
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+145
986
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+20
987
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+28
988
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989
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+230
990
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991
$1K ﹤0.01%
+4
992
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+20
993
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994
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+67
995
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+37
996
$1K ﹤0.01%
+10
997
$1K ﹤0.01%
+4
998
$1K ﹤0.01%
+6
999
$1K ﹤0.01%
67
1000
$1K ﹤0.01%
+32
38 39
40
41 42