PWM

Prosperity Wealth Management Portfolio holdings

AUM $270M
1-Year Est. Return 29.63%
This Quarter Est. Return
1 Year Est. Return
+29.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$5.16M
3
+$3.07M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$1.53M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.23M

Top Sells

1
+$2.72M
2
+$1.7M
3
+$1.12M
4
NVDA icon
NVIDIA
NVDA
+$945K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$860K

Sector Composition

1 Technology 14.25%
2 Consumer Discretionary 4.52%
3 Energy 2.99%
4 Communication Services 1.76%
5 Financials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$963K 0.62%
12,651
-1,927
27
$920K 0.6%
2,064
-40
28
$885K 0.57%
15,095
+660
29
$806K 0.52%
13,865
-29,164
30
$736K 0.48%
7,811
-4,390
31
$727K 0.47%
29,975
+1,801
32
$652K 0.42%
19,129
+705
33
$625K 0.4%
11,945
-4,780
34
$610K 0.39%
2,329
+1,586
35
$576K 0.37%
4,813
-502
36
$549K 0.36%
16,156
-3,283
37
$539K 0.35%
29,769
+1,673
38
$526K 0.34%
23,787
+6,670
39
$524K 0.34%
22,166
+12,879
40
$518K 0.34%
17,628
-100
41
$516K 0.33%
26,615
-240
42
$488K 0.32%
6,888
+23
43
$485K 0.31%
27,298
-4,793
44
$479K 0.31%
3,740
+1,260
45
$472K 0.31%
20,468
+10,706
46
$469K 0.3%
3,194
+1,055
47
$448K 0.29%
+19,900
48
$448K 0.29%
3,078
-332
49
$430K 0.28%
10,719
-2,592
50
$427K 0.28%
2,726
-15
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2
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