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
$203M
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.32M
3
+$1.44M
4
SOXS icon
Direxion Daily Semiconductor Bear 3X Shares
SOXS
+$1.1M
5
SKRE icon
Tuttle Capital Daily 2X Inverse Regional Banks ETF
SKRE
+$1.01M

Top Sells

1
+$15.2M
2
+$5.19M
3
+$5.09M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$3.93M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3M

Sector Composition

1 Technology 17.4%
2 Consumer Discretionary 5.81%
3 Consumer Staples 2.73%
4 Healthcare 2.56%
5 Communication Services 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.72%
8,041
+1,926
27
$1.43M 0.7%
19,727
+11,474
28
$1.43M 0.7%
14,221
-20,340
29
$1.34M 0.66%
46,351
+21,642
30
$1.2M 0.59%
30,298
-56,014
31
$1.19M 0.59%
18,080
+2,740
32
$1.14M 0.56%
5,420
+1,470
33
$1.1M 0.54%
+48,465
34
$1.01M 0.5%
41,626
-25,369
35
$1.01M 0.5%
+41,206
36
$1.01M 0.49%
1,112
+463
37
$993K 0.49%
1,814
+17
38
$981K 0.48%
12,719
+5,565
39
$977K 0.48%
6,846
+392
40
$909K 0.45%
889
+109
41
$901K 0.44%
12,209
-206,102
42
$883K 0.43%
+4,230
43
$864K 0.42%
41,636
+5,171
44
$812K 0.4%
8,051
+161
45
$810K 0.4%
4,950
+1,120
46
$803K 0.39%
43,247
-12,179
47
$792K 0.39%
21,300
-17,160
48
$786K 0.39%
34,925
-25
49
$782K 0.38%
4,848
+168
50
$759K 0.37%
3,528
-429
1
2
3 4 5