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
1026
$0 ﹤0.01%
+7
1027
$0 ﹤0.01%
+7
1028
$0 ﹤0.01%
+28
1029
$0 ﹤0.01%
+25
1030
– –
-15,035
1031
$0 ﹤0.01%
+3
1032
$0 ﹤0.01%
+5
1033
$0 ﹤0.01%
+10
1034
– –
-44,669
1035
$0 ﹤0.01%
+19
1036
$0 ﹤0.01%
+5
1037
$0 ﹤0.01%
+13
1038
$0 ﹤0.01%
+10
1039
$0 ﹤0.01%
+3
1040
$0 ﹤0.01%
+3
1041
$0 ﹤0.01%
+3
1042
– –
-7,860
1043
$0 ﹤0.01%
+6
1044
$0 ﹤0.01%
+25
1045
– –
-5,295
1046
$0 ﹤0.01%
+1
1047
$0 ﹤0.01%
+10
1048
$0 ﹤0.01%
+4
1049
– –
-12,135
1050
– –
-16,925
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