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
$243M
AUM Growth
-$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$6.25M
3
+$2.28M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.22M
5
CONL icon
GraniteShares 2x Long COIN Daily ETF
CONL
+$1.31M

Top Sells

1
+$27.2M
2
+$11.8M
3
+$2.08M
4
UTG icon
Reaves Utility Income Fund
UTG
+$1.1M
5
SOXS icon
Direxion Daily Semiconductor Bear 3X Shares
SOXS
+$1.05M

Sector Composition

1 Technology 16.66%
2 Consumer Discretionary 5.92%
3 Healthcare 3.15%
4 Communication Services 2.47%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.62%
17,495
-745
27
$1.43M 0.59%
23,719
+6,981
28
$1.43M 0.59%
14,224
-64
29
$1.35M 0.56%
12,576
+70
30
$1.31M 0.54%
+37,225
31
$1.31M 0.54%
1,893
+1,078
32
$1.26M 0.52%
29,978
-269
33
$1.24M 0.51%
+5,591
34
$1.21M 0.5%
4,992
-1,835
35
$1.2M 0.49%
+18,100
36
$1.12M 0.46%
1,899
+33
37
$1.1M 0.45%
10,380
-8,500
38
$1.07M 0.44%
79,277
+38,172
39
$1.03M 0.43%
72,004
-3,261
40
$992K 0.41%
+82,376
41
$989K 0.41%
17,184
-13,205
42
$984K 0.4%
33,912
-2,718
43
$969K 0.4%
2,412
44
$958K 0.39%
150,455
+63,461
45
$957K 0.39%
12,170
-664
46
$949K 0.39%
2,349
-92
47
$936K 0.39%
53,497
+39,144
48
$927K 0.38%
8,589
+3,235
49
$907K 0.37%
+36,396
50
$888K 0.37%
34,255
-8,007
1
2
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