TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $376M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
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 6.97%
4 Consumer Discretionary 5.97%
5 Materials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$205K 0.11%
2,934
202
$204K 0.11%
3,169
-134
203
$203K 0.11%
603
+40
204
$200K 0.1%
+3,588
205
$198K 0.1%
1,200
-124
206
$196K 0.1%
5,039
+214
207
$195K 0.1%
3,807
-2
208
$194K 0.1%
1,931
209
$192K 0.1%
2,144
210
$191K 0.1%
+3,497
211
$190K 0.1%
+3,026
212
$189K 0.1%
1,858
-1,805
213
$188K 0.1%
1,800
+200
214
$188K 0.1%
+2,304
215
$186K 0.1%
3,556
-1,350
216
$186K 0.1%
+1,160
217
$181K 0.09%
+3,471
218
$180K 0.09%
+600
219
$180K 0.09%
1,407
-400
220
$179K 0.09%
+488
221
$177K 0.09%
+4,569
222
$177K 0.09%
+2,451
223
$177K 0.09%
2,476
-3,940
224
$176K 0.09%
+1,012
225
$174K 0.09%
13,149
-2,811
7 8
9
10 11