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
51
$757K 0.37%
29,536
+5,164
52
$755K 0.37%
9,220
+1,580
53
$750K 0.37%
2,058
+900
54
$747K 0.37%
10,605
-75
55
$716K 0.35%
30,170
-17,746
56
$703K 0.35%
+26,455
57
$703K 0.35%
+7,505
58
$684K 0.34%
3,380
-8
59
$679K 0.33%
6,245
+4,137
60
$674K 0.33%
6,115
+2,900
61
$673K 0.33%
4,148
+2,908
62
$630K 0.31%
39,804
+2,389
63
$629K 0.31%
7,143
+1,857
64
$627K 0.31%
6,523
-30
65
$625K 0.31%
3,160
+787
66
$618K 0.3%
+2,075
67
$614K 0.3%
90,165
+12,815
68
$608K 0.3%
1,586
-2,575
69
$596K 0.29%
41,638
+14,715
70
$593K 0.29%
2,286
-45
71
$592K 0.29%
+1,330
72
$582K 0.29%
+1,242
73
$580K 0.28%
6,318
+429
74
$570K 0.28%
+6,785
75
$569K 0.28%
3,660
+1,670
1 2
3
4 5