PFS
Prospera Financial Services Portfolio holdings
AUM
$5.86B
1-Year Est. Return
21.96%
1 Year Est. Return
+21.96%
AUM
$5.86B
AUM Growth
+$495M
(+9.2%)
Holding
1,408
Top Buys
| 1 | +$17.5M | |
| 2 | +$7.84M | |
| 3 | +$7.16M | |
| 4 |
WCMI
First Trust WCM International Equity ETF
WCMI
|
+$7.09M |
| 5 |
Zscaler
ZS
|
+$6.47M |
Top Sells
| 1 | +$10.1M | |
| 2 | +$8.49M | |
| 3 | +$8.04M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.39M |
| 5 |
Intuitive Surgical
ISRG
|
+$6.08M |
Sector Composition
| 1 | Technology | 17.62% |
| 2 | Financials | 8.31% |
| 3 | Industrials | 5.96% |
| 4 | Consumer Discretionary | 4.8% |
| 5 | Communication Services | 4.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1401
Toast
TOST
$19.9B
| – | – |
-8,143
|
|
||
1402
T. Rowe Price International Equity ETF
TOUS
$1.04B
| – | – |
-102,922
|
|
||
1403
ProShares UltraPro QQQ
TQQQ
$31.3B
| – | – |
-21,782
|
|
||
1404
ProShares Ultra Russell2000
UWM
$236M
| – | – |
-26,477
|
|
||
1405
Wayfair
W
$13.2B
| – | – |
-19,689
|
|
||
1406
WD-40
WDFC
$2.65B
| – | – |
-879
|
|
||
1407
YPF
YPF
$14.2B
| – | – |
-42,564
|
|
||
1408
Zebra Technologies
ZBRA
$12.8B
| – | – |
-12,474
|
|