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
$300M
AUM Growth
+$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.58M
3
+$1.14M
4
GGLS icon
Direxion Shares ETF Trust Direxion Daily GOOGL Bear 1X ETF
GGLS
+$1.11M
5
MRVL icon
Marvell Technology
MRVL
+$1.03M

Top Sells

1
+$2.65M
2
+$2.27M
3
+$1.72M
4
HIBS icon
Direxion Daily S&P 500 High Beta Bear 3X ETF
HIBS
+$1.62M
5
APP icon
Applovin
APP
+$1.39M

Sector Composition

1 Technology 18.91%
2 Consumer Discretionary 6.21%
3 Financials 3.67%
4 Industrials 3.22%
5 Communication Services 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
26
Tesla
TSLA
$1.5T
$2.04M 0.68%
4,543
+254
RSP icon
27
Invesco S&P 500 Equal Weight ETF
RSP
$88.4B
$2.03M 0.68%
10,589
+5,239
TQQQ icon
28
ProShares UltraPro QQQ
TQQQ
$31.6B
$2M 0.66%
37,859
-2,307
BXMX
29
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.86M 0.62%
126,381
+873
ARKK icon
30
ARK Innovation ETF
ARKK
$7.09B
$1.85M 0.62%
+24,090
AVGO icon
31
Broadcom
AVGO
$1.92T
$1.77M 0.59%
5,118
-114
WYNN icon
32
Wynn Resorts
WYNN
$11.4B
$1.76M 0.59%
14,630
+1,503
ASML icon
33
ASML
ASML
$563B
$1.72M 0.57%
1,609
+375
IVV icon
34
iShares Core S&P 500 ETF
IVV
$783B
$1.71M 0.57%
2,495
+102
GE icon
35
GE Aerospace
GE
$318B
$1.63M 0.54%
5,295
+170
MU icon
36
Micron Technology
MU
$513B
$1.58M 0.53%
5,538
-4,075
VRT icon
37
Vertiv
VRT
$118B
$1.55M 0.52%
9,560
+536
IBM icon
38
IBM
IBM
$238B
$1.46M 0.49%
4,927
+893
XOM icon
39
Exxon Mobil
XOM
$609B
$1.36M 0.45%
11,295
-379
YQQQ
40
YieldMax Short N100 Option Income Strategy ETF
YQQQ
$17.6M
$1.35M 0.45%
110,960
+3,379
SMH icon
41
VanEck Semiconductor ETF
SMH
$52.6B
$1.34M 0.45%
3,720
+667
SHOP icon
42
Shopify
SHOP
$171B
$1.32M 0.44%
8,210
-5,955
VST icon
43
Vistra
VST
$55.3B
$1.31M 0.43%
8,096
+1,432
TLTI
44
NEOS Enhanced Income 20+ Year Treasury Bond ETF
TLTI
$12.9M
$1.28M 0.43%
27,779
+2,208
SGOV icon
45
iShares 0-3 Month Treasury Bond ETF
SGOV
$84.1B
$1.28M 0.43%
12,717
-4,092
CRWD icon
46
CrowdStrike
CRWD
$108B
$1.26M 0.42%
2,689
-689
VEA icon
47
Vanguard FTSE Developed Markets ETF
VEA
$223B
$1.25M 0.42%
20,082
+8,762
AGGH icon
48
Simplify Aggregate Bond ETF
AGGH
$438M
$1.25M 0.42%
60,397
+1,096
WMT icon
49
Walmart Inc
WMT
$1.02T
$1.2M 0.4%
10,782
+5,048
IWF icon
50
iShares Russell 1000 Growth ETF
IWF
$125B
$1.18M 0.39%
2,485
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