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
126
$371K 0.19%
22,294
+377
127
$371K 0.19%
8,063
+185
128
$369K 0.19%
+5,188
129
$366K 0.19%
17,444
+307
130
$364K 0.19%
26,021
-172
131
$364K 0.19%
6,190
+538
132
$361K 0.19%
1,280
-145
133
$355K 0.18%
4,622
+99
134
$352K 0.18%
1,997
-26
135
$348K 0.18%
4,973
+595
136
$347K 0.18%
1,237
-108
137
$346K 0.18%
13,185
+342
138
$341K 0.18%
3,120
+180
139
$341K 0.18%
6,474
+181
140
$335K 0.17%
2,544
+249
141
$330K 0.17%
+13,408
142
$324K 0.17%
5,033
+372
143
$320K 0.17%
4,692
+98
144
$313K 0.16%
12,979
+347
145
$312K 0.16%
1,874
-262
146
$310K 0.16%
5,802
+13
147
$309K 0.16%
1,775
+85
148
$307K 0.16%
+12,810
149
$306K 0.16%
6,754
+91
150
$306K 0.16%
+9,607
4 5
6
7 8