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
176
$229K 0.12%
+4,544
177
$229K 0.12%
3,718
-515
178
$228K 0.12%
9,720
+52
179
$228K 0.12%
2,414
-128
180
$228K 0.12%
767
+29
181
$225K 0.12%
5,500
182
$224K 0.12%
3,817
183
$217K 0.11%
+2,300
184
$217K 0.11%
1,156
+5
185
$215K 0.11%
+1,408
186
$214K 0.11%
2,316
187
$214K 0.11%
2,013
-100
188
$213K 0.11%
4,290
-285
189
$213K 0.11%
3,532
-36
190
$213K 0.11%
40,440
-16,650
191
$213K 0.11%
+3,615
192
$211K 0.11%
16,832
+593
193
$210K 0.11%
985
+85
194
$209K 0.11%
1,363
+150
195
$209K 0.11%
+2,103
196
$208K 0.11%
+790
197
$208K 0.11%
+4,950
198
$207K 0.11%
3,564
199
$206K 0.11%
2,732
-1,616
200
$206K 0.11%
6,296
-107
6 7
8
9 10