PWM

Prosperity Wealth Management Portfolio holdings

AUM $295M
1-Year Est. Return 37.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.26%
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
+$36.9M
2
+$14.8M
3
+$1.07M
4
UTG icon
Reaves Utility Income Fund
UTG
+$983K
5
PAYC icon
Paycom
PAYC
+$971K

Top Sells

1
+$11.5M
2
+$9.97M
3
+$1.01M
4
SKRE icon
Tuttle Capital Daily 2X Inverse Regional Banks ETF
SKRE
+$1.01M
5
OEF icon
iShares S&P 100 ETF
OEF
+$923K

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
– –
-8,515
227
– –
-14,960
6 7 8 9
10