PWM

Prosperity Wealth Management Portfolio holdings

AUM $300M
1-Year Est. Return 28.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$4.24M
3
+$2.55M
4
GS icon
Goldman Sachs
GS
+$1.9M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.31M

Top Sells

1
+$13.2M
2
+$8.62M
3
+$8.03M
4
SSO icon
ProShares Ultra S&P500
SSO
+$2.93M
5
AAPL icon
Apple
AAPL
+$1.33M

Sector Composition

1 Technology 15.27%
2 Consumer Discretionary 6.51%
3 Financials 3.82%
4 Healthcare 3.38%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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