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
101
$463K 0.24%
2,749
+955
102
$460K 0.24%
29,240
+250
103
$447K 0.23%
5,333
+760
104
$447K 0.23%
16,008
-9,012
105
$443K 0.23%
10,631
+204
106
$441K 0.23%
3,125
-75
107
$440K 0.23%
+9,599
108
$438K 0.23%
3,832
+91
109
$432K 0.22%
2,080
+360
110
$425K 0.22%
2,835
+351
111
$423K 0.22%
8,085
+300
112
$422K 0.22%
3,123
+64
113
$418K 0.22%
10,323
+213
114
$417K 0.22%
3,729
115
$413K 0.21%
2,852
-606
116
$407K 0.21%
9,784
+204
117
$405K 0.21%
+11,638
118
$404K 0.21%
+8,022
119
$399K 0.21%
+6,279
120
$396K 0.2%
729
+95
121
$390K 0.2%
3,548
+296
122
$389K 0.2%
+1,200
123
$378K 0.2%
8,858
+1,832
124
$378K 0.2%
25,680
+3,114
125
$373K 0.19%
8,775
+630
3 4
5
6 7