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
1
$4.66M 2.41%
18,130
+2,580
2
$4.26M 2.21%
82,643
+4,757
3
$4.02M 2.08%
29,410
-254
4
$3.84M 1.99%
75,888
-1,558
5
$3.23M 1.67%
22,121
+1,331
6
$3.09M 1.6%
44,218
-856
7
$3.08M 1.59%
39,932
-4,506
8
$2.99M 1.55%
57,913
-6,150
9
$2.78M 1.44%
15,672
+393
10
$2.76M 1.43%
55,131
+20,940
11
$2.74M 1.42%
125,350
-15,100
12
$2.74M 1.42%
66,913
-22,759
13
$2.67M 1.38%
75,761
14
$2.6M 1.34%
23,820
-1,040
15
$2.59M 1.34%
6,865
+676
16
$2.36M 1.22%
9,692
-109
17
$2.27M 1.18%
8,109
+2,181
18
$2.02M 1.05%
9,259
19
$1.91M 0.99%
70,812
-162
20
$1.83M 0.95%
21,440
+9,703
21
$1.8M 0.93%
29,029
-1,810
22
$1.73M 0.89%
21,261
+3,411
23
$1.72M 0.89%
34,056
-9,364
24
$1.71M 0.89%
4,520
+85
25
$1.68M 0.87%
6,582
+70
1
2 3 4 5