PWM

Prosperity Wealth Management Portfolio holdings

AUM $270M
1-Year Est. Return 29.63%
This Quarter Est. Return
1 Year Est. Return
+29.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$38.7M
2 +$15.8M
3 +$1.1M
4
SCHQ icon
Schwab Long-Term US Treasury ETF
SCHQ
+$1.09M
5
PAYC icon
Paycom
PAYC
+$1.01M

Sector Composition

1 Technology 14.72%
2 Consumer Discretionary 4.75%
3 Healthcare 2.89%
4 Financials 2.1%
5 Communication Services 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-12,730
227
-14,960