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
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$5.7M
3
+$4.57M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.25M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.03M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.04%
2 Consumer Discretionary 4.31%
3 Energy 2.96%
4 Financials 2.58%
5 Industrials 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$427K 0.4%
+4,443
52
$419K 0.39%
+9,540
53
$417K 0.39%
+11,105
54
$415K 0.39%
+4,775
55
$410K 0.39%
+21,187
56
$402K 0.38%
+16,415
57
$397K 0.37%
+3,855
58
$391K 0.37%
+18,112
59
$388K 0.37%
+8,202
60
$386K 0.36%
+20,535
61
$385K 0.36%
+9,268
62
$367K 0.35%
+11,318
63
$366K 0.35%
+1,916
64
$359K 0.34%
+2,539
65
$351K 0.33%
+2,894
66
$339K 0.32%
+7,539
67
$330K 0.31%
+6,461
68
$326K 0.31%
+183
69
$320K 0.3%
+10,875
70
$308K 0.29%
+16,750
71
$293K 0.28%
+2,903
72
$288K 0.27%
+1,386
73
$287K 0.27%
+24,699
74
$284K 0.27%
+1,799
75
$284K 0.27%
+7,206
1 2
3
4 5