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
51
$882K 0.36%
1,689
+124
52
$843K 0.35%
26,808
-4,407
53
$821K 0.34%
3,425
+45
54
$796K 0.33%
4,747
-108
55
$786K 0.32%
6,918
-1,587
56
$773K 0.32%
4,250
-2,492
57
$749K 0.31%
7,782
+902
58
$745K 0.31%
32,705
-2,000
59
$744K 0.31%
23,683
+1,693
60
$742K 0.31%
8,628
+1,026
61
$741K 0.3%
831
-19
62
$722K 0.3%
2,109
+1,070
63
$712K 0.29%
3,690
+14
64
$702K 0.29%
35,408
-14,930
65
$682K 0.28%
7,585
+295
66
$665K 0.27%
+1,988
67
$653K 0.27%
8,632
-8,386
68
$653K 0.27%
2,026
-51
69
$649K 0.27%
2,241
+450
70
$643K 0.26%
6,457
-214
71
$642K 0.26%
3,130
-2,940
72
$627K 0.26%
5,085
+565
73
$624K 0.26%
7,890
-2,550
74
$608K 0.25%
14,024
75
$606K 0.25%
22,199
+2,438
1 2
3
4 5