PWM
Prosperity Wealth Management Portfolio holdings
AUM
$295M
1-Year Est. Return
37.26%
This Fund
S&P 500
1 Year Est. Return
+37.26%
AUM
$270M
AUM Growth
+$57.1M
(+27%)
Holding
285
Top Buys
| 1 | +$3.36M | |
| 2 | +$2.74M | |
| 3 | +$2.65M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$2M |
| 5 |
ProShares Ultra QQQ
QLD
|
+$1.69M |
Top Sells
| 1 | +$1.23M | |
| 2 | +$1.17M | |
| 3 | +$999K | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$982K |
| 5 |
Simplify Volatility Premium ETF
SVOL
|
+$846K |
Sector Composition
| 1 | Technology | 18.35% |
| 2 | Consumer Discretionary | 6.07% |
| 3 | Financials | 4.08% |
| 4 | Communication Services | 3.1% |
| 5 | Industrials | 2.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Upwork
UPWK
$1.71B
| – | – |
-12,750
|
|
||
277
Cohen & Steers Infrastructure Fund
UTF
$2.67B
| – | – |
-7,849
|
|
||
278
Vanguard S&P 500 Growth ETF
VOOG
$21.7B
| – | – |
-716
|
|
||
279
Vertex Pharmaceuticals
VRTX
$123B
| – | – |
-1,010
|
|
||
280
VistaGen Therapeutics
VTGN
$23.6M
| – | – |
-27,600
|
|
||
281
Weyerhaeuser
WY
$17.7B
| – | – |
-11,350
|
|
||
282
State Street Communication Services Select Sector SPDR ETF
XLC
$27.1B
| – | – |
-2,697
|
|
||
|
TEM
283
Tempus AI
TEM
$9.53B
| – | – |
-4,235
|
|
||
|
IWMI
284
NEOS Russell 2000 High Income ETF
IWMI
$650M
| – | – |
-8,009
|
|
||
|
AVL
285
Direxion Daily AVGO Bull 2X Shares
AVL
$172M
| – | – |
-21,886
|
|