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
151
$305K 0.16%
11,195
+442
152
$301K 0.16%
+17,203
153
$293K 0.15%
2,960
+200
154
$288K 0.15%
+5,999
155
$287K 0.15%
3,707
+81
156
$283K 0.15%
6,386
+428
157
$282K 0.15%
589
-69
158
$272K 0.14%
2,142
+592
159
$267K 0.14%
1,191
+270
160
$267K 0.14%
1,228
-127
161
$263K 0.14%
2,103
-154
162
$258K 0.13%
+9,114
163
$258K 0.13%
25,118
-276
164
$257K 0.13%
3,230
+1,105
165
$255K 0.13%
5,051
-909
166
$253K 0.13%
+9,983
167
$251K 0.13%
583
+44
168
$248K 0.13%
13,846
-5,610
169
$248K 0.13%
4,419
+198
170
$244K 0.13%
1,236
+270
171
$243K 0.13%
+4,198
172
$243K 0.13%
4,893
173
$242K 0.13%
885
174
$240K 0.12%
3,814
-152
175
$239K 0.12%
7,527
+488
5 6
7
8 9