PWM
Prosperity Wealth Management Portfolio holdings
AUM
$300M
1-Year Est. Return
28.11%
This Fund
S&P 500
1 Year Est. Return
+28.11%
AUM
$295M
AUM Growth
+$24.8M
(+9.2%)
Holding
290
Top Buys
| 1 | +$1.32M | |
| 2 | +$1.24M | |
| 3 | +$1.17M | |
| 4 |
Applovin
APP
|
+$1.17M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$991K |
Top Sells
| 1 | +$2.71M | |
| 2 | +$2.38M | |
| 3 | +$2.18M | |
| 4 |
ProShares UltraPro S&P 500
UPRO
|
+$1.31M |
| 5 |
Schwab Long-Term US Treasury ETF
SCHQ
|
+$1.16M |
Sector Composition
| 1 | Technology | 19.17% |
| 2 | Consumer Discretionary | 5.69% |
| 3 | Financials | 4.43% |
| 4 | Communication Services | 3.59% |
| 5 | Industrials | 3.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
GitLab
GTLB
$3.84B
| – | – |
-6,150
|
|
||
277
Great Lakes Dredge & Dock
GLDD
| – | – |
-28,200
|
|
||
278
Guardant Health
GH
$12.3B
| – | – |
-7,300
|
|
||
279
Encompass Health
EHC
$9.68B
| – | – |
-3,605
|
|
||
280
D.R. Horton
DHI
$40.5B
| – | – |
-2,052
|
|
||
281
Delta Air Lines
DAL
$43.6B
| – | – |
-12,040
|
|
||
|
CYBR
282
DELISTED
CyberArk
CYBR
| – | – |
-1,640
|
|
||
283
CuriosityStream
CURI
$179M
| – | – |
-40,500
|
|
||
284
Coupang
CPNG
$34.6B
| – | – |
-13,700
|
|
||
285
Costco
COST
$450B
| – | – |
-971
|
|
||
286
Range Global Coal Index ETF
COAL
$69.8M
| – | – |
-26,841
|
|
||
287
CarGurus
CARG
$3.17B
| – | – |
-8,200
|
|
||
288
BioNTech
BNTX
$22.9B
| – | – |
-4,085
|
|
||
289
Arm
ARM
$158B
| – | – |
-5,349
|
|
||
290
Archer Aviation
ACHR
$4.06B
| – | – |
-26,442
|
|