PCG
Prosperity Consulting Group Portfolio holdings
AUM
$2.03B
1-Year Est. Return
15.19%
1 Year Est. Return
+15.19%
AUM
$1.37B
AUM Growth
+$76.8M
(+5.9%)
Holding
484
Top Buys
| 1 | +$5.15M | |
| 2 | +$3.66M | |
| 3 | +$2.91M | |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$2.12M |
| 5 |
Accenture
ACN
|
+$1.8M |
Top Sells
| 1 | +$3.22M | |
| 2 | +$2.81M | |
| 3 | +$1.92M | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$1.78M |
| 5 |
Walt Disney
DIS
|
+$1.56M |
Sector Composition
| 1 | Technology | 13.63% |
| 2 | Financials | 7.97% |
| 3 | Healthcare | 3.42% |
| 4 | Industrials | 3.35% |
| 5 | Consumer Discretionary | 3.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Petrobras
PBR
$84.9B
| – | – |
-10,000
|
|
||
477
Phillips 66
PSX
$57.3B
| – | – |
-1,728
|
|
||
478
Starbucks
SBUX
$96.4B
| – | – |
-2,324
|
|
||
479
SLB Ltd
SLB
$55.2B
| – | – |
-6,245
|
|
||
480
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.7B
| – | – |
-8,954
|
|
||
481
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.87B
| – | – |
-4,978
|
|
||
482
Wendy's
WEN
$1.64B
| – | – |
-16,856
|
|
||
483
Whirlpool
WHR
$3.95B
| – | – |
-2,285
|
|
||
484
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$177M
| – | – |
-4,486
|
|