PWM

Prosperity Wealth Management Portfolio holdings

AUM $295M
1-Year Est. Return 37.24%
This Quarter Est. Return
1 Year Est. Return
+37.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$3.43M
3
+$2.33M
4
GS icon
Goldman Sachs
GS
+$1.73M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.24M

Top Sells

1
+$11.1M
2
+$7.95M
3
+$7.63M
4
SSO icon
ProShares Ultra S&P500
SSO
+$2.63M
5
AAPL icon
Apple
AAPL
+$1.27M

Sector Composition

1 Technology 15.27%
2 Consumer Discretionary 6.51%
3 Financials 3.82%
4 Healthcare 3.38%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.75%
27,331
-7,677
27
$1.58M 0.74%
10,193
+1,713
28
$1.46M 0.69%
17,495
29
$1.38M 0.65%
2,080
+187
30
$1.36M 0.64%
11,425
-1,151
31
$1.3M 0.61%
31,484
-63,592
32
$1.17M 0.55%
28,807
-1,171
33
$1.15M 0.54%
87,676
+8,399
34
$1.13M 0.53%
11,790
+1,410
35
$1.12M 0.53%
4,147
-2,745
36
$1.12M 0.52%
1,984
+85
37
$1.1M 0.52%
76,207
+4,203
38
$1.08M 0.51%
32,970
+6,162
39
$1.05M 0.49%
11,270
+2,960
40
$1.03M 0.49%
10,904
+2,315
41
$999K 0.47%
+24,725
42
$998K 0.47%
+23,923
43
$978K 0.46%
17,117
-67
44
$957K 0.45%
8,558
+5,781
45
$954K 0.45%
12,087
-83
46
$942K 0.44%
8,019
+5,051
47
$934K 0.44%
35,431
+1,176
48
$929K 0.44%
31,776
-2,136
49
$921K 0.43%
5,319
+2,910
50
$907K 0.43%
13,911
+10,743
1
2
3 4 5