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
51
$426K 0.28%
14,024
52
$415K 0.27%
1,446
+486
53
$397K 0.26%
+2,370
54
$397K 0.26%
8,203
+366
55
$394K 0.26%
+20,490
56
$393K 0.25%
1,783
-133
57
$392K 0.25%
85,649
58
$392K 0.25%
4,392
-127
59
$390K 0.25%
+15,200
60
$378K 0.24%
+9,201
61
$377K 0.24%
5,025
-7,786
62
$376K 0.24%
+2,405
63
$371K 0.24%
+1,085
64
$370K 0.24%
+1,308
65
$369K 0.24%
26,368
+2,296
66
$360K 0.23%
+5,086
67
$357K 0.23%
18,600
-27,471
68
$355K 0.23%
+8,225
69
$352K 0.23%
7,033
70
$351K 0.23%
6,699
-411
71
$349K 0.23%
15,627
-19,311
72
$347K 0.22%
+1,973
73
$343K 0.22%
+6,090
74
$343K 0.22%
+9,833
75
$329K 0.21%
8,128
-4,004
1 2
3
4 5