PWM
Prosperity Wealth Management Portfolio holdings
AUM
$295M
1-Year Est. Return
37.24%
1 Year Est. Return
+37.24%
AUM
$270M
AUM Growth
+$57.1M
(+27%)
Holding
285
Top Buys
| 1 | +$3.6M | |
| 2 | +$3.37M | |
| 3 | +$2.9M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$2.21M |
| 5 |
ProShares Ultra QQQ
QLD
|
+$2.05M |
Top Sells
| 1 | +$1.3M | |
| 2 | +$1.17M | |
| 3 | +$1.12M | |
| 4 |
ProShares UltraPro QQQ
TQQQ
|
+$1.07M |
| 5 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
+$999K |
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
$2.15B
| – | – |
-12,750
|
|
||
277
Cohen & Steers Infrastructure Fund
UTF
$2.36B
| – | – |
-7,849
|
|
||
278
Vanguard S&P 500 Growth ETF
VOOG
$20.4B
| – | – |
-716
|
|
||
279
Vertex Pharmaceuticals
VRTX
$111B
| – | – |
-1,010
|
|
||
280
VistaGen Therapeutics
VTGN
$117M
| – | – |
-27,600
|
|
||
281
Weyerhaeuser
WY
$16B
| – | – |
-11,350
|
|
||
282
The Communication Services Select Sector SPDR Fund
XLC
$26.6B
| – | – |
-2,697
|
|
||
|
TEM
283
Tempus AI
TEM
$12.2B
| – | – |
-4,235
|
|
||
|
IWMI
284
NEOS Russell 2000 High Income ETF
IWMI
$291M
| – | – |
-8,009
|
|
||
|
AVL
285
Direxion Daily AVGO Bull 2X Shares
AVL
$130M
| – | – |
-21,886
|
|