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
1001
$1K ﹤0.01%
+1,221
1002
$1K ﹤0.01%
+750
1003
$1K ﹤0.01%
+200
1004
$1K ﹤0.01%
+15
1005
$1K ﹤0.01%
+34
1006
$1K ﹤0.01%
+15
1007
$1K ﹤0.01%
+15
1008
$1K ﹤0.01%
+15
1009
– –
-4,270
1010
$0 ﹤0.01%
+6
1011
$0 ﹤0.01%
+2
1012
$0 ﹤0.01%
+500
1013
– –
-5,295
1014
$0 ﹤0.01%
+4
1015
$0 ﹤0.01%
+25
1016
– –
-3,370
1017
$0 ﹤0.01%
+15
1018
$0 ﹤0.01%
+3
1019
$0 ﹤0.01%
+1
1020
– –
-4,586
1021
$0 ﹤0.01%
+1
1022
$0 ﹤0.01%
+3
1023
$0 ﹤0.01%
+2
1024
$0 ﹤0.01%
+7
1025
$0 ﹤0.01%
+7
38 39 40
41
42