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
1001
$1K ﹤0.01%
+22
1002
$1K ﹤0.01%
+52
1003
$1K ﹤0.01%
+1,221
1004
$1K ﹤0.01%
+750
1005
$1K ﹤0.01%
+200
1006
$1K ﹤0.01%
+15
1007
$1K ﹤0.01%
+34
1008
$1K ﹤0.01%
+15
1009
$0 ﹤0.01%
+4
1010
$0 ﹤0.01%
+1
1011
– –
-4,586
1012
$0 ﹤0.01%
+1
1013
– –
-4,270
1014
$0 ﹤0.01%
+6
1015
$0 ﹤0.01%
+3
1016
– –
0
1017
$0 ﹤0.01%
+16
1018
$0 ﹤0.01%
+1
1019
$0 ﹤0.01%
+25
1020
– –
-12,135
1021
– –
-16,925
1022
$0 ﹤0.01%
+19
1023
$0 ﹤0.01%
+5
1024
$0 ﹤0.01%
+1
1025
– –
-3,370
38 39 40
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