PWM
Prosperity Wealth Management Portfolio holdings
AUM
$270M
This Quarter Return
+9%
1 Year Return
+29.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$243M
AUM Growth
+$243M
(-2.9%)
Cap. Flow
+$2.99M
Cap. Flow
% of AUM
1.23%
Top 10 Holdings %
Top 10 Hldgs %
48.37%
Holding
244
New
55
Increased
74
Reduced
67
Closed
40
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$12.4M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$11.5M |
| 3 |
Invesco QQQ Trust
QQQ
|
$6.46M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$6.25M |
| 5 |
Arista Networks
ANET
|
$1.55M |
Top Sells
| 1 |
ProShares Ultra QQQ
QLD
|
$27.2M |
| 2 |
ProShares Ultra S&P500
SSO
|
$11.8M |
| 3 |
NVIDIA
NVDA
|
$2.08M |
| 4 |
Reaves Utility Income Fund
UTG
|
$1.1M |
| 5 |
Direxion Daily Semiconductor Bear 3X Shares
SOXS
|
$1.05M |
Sector Composition
| 1 | Technology | 16.66% |
| 2 | Consumer Discretionary | 5.92% |
| 3 | Healthcare | 3.15% |
| 4 | Communication Services | 2.47% |
| 5 | Financials | 2.33% |
