PWM
Prosperity Wealth Management Portfolio holdings
AUM
$270M
1-Year Est. Return
29.63%
1 Year Est. Return
+29.63%
AUM
$213M
AUM Growth
-$30M
(-12%)
Holding
256
Top Buys
| 1 | +$4.21M | |
| 2 | +$3.43M | |
| 3 | +$2.33M | |
| 4 |
Goldman Sachs
GS
|
+$1.73M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$1.24M |
Top Sells
| 1 | +$11.1M | |
| 2 | +$7.95M | |
| 3 | +$7.63M | |
| 4 |
ProShares Ultra S&P500
SSO
|
+$2.63M |
| 5 |
Apple
AAPL
|
+$1.27M |
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 | |
|---|---|---|---|---|---|---|
251
Upstart Holdings
UPST
$3.76B
| – | – |
-6,965
|
|
||
252
Wolfspeed
WOLF
$464M
| – | – |
-19,864
|
|
||
253
Astera Labs
ALAB
$28B
| – | – |
-3,045
|
|
||
|
SERV
254
Serve Robotics
SERV
$658M
| – | – |
-17,200
|
|
||
|
CRSH
255
YieldMax Short TSLA Option Income Strategy ETF
CRSH
$21.3M
| – | – |
-62,478
|
|
||
|
XYZ
256
Block Inc
XYZ
$39.8B
| – | – |
-4,495
|
|