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
51
$871K 0.41%
2,412
52
$867K 0.41%
4,331
+794
53
$855K 0.4%
4,676
-71
54
$846K 0.4%
46,554
+22,636
55
$840K 0.39%
3,425
56
$823K 0.39%
+15,384
57
$811K 0.38%
45,817
-7,680
58
$792K 0.37%
3,057
+708
59
$775K 0.36%
1,564
-125
60
$764K 0.36%
10,583
+3,665
61
$735K 0.35%
1,313
+600
62
$733K 0.34%
7,680
-210
63
$733K 0.34%
24,556
+873
64
$730K 0.34%
16,434
-249,476
65
$724K 0.34%
8,039
+257
66
$700K 0.33%
+16,052
67
$678K 0.32%
1,923
-186
68
$671K 0.32%
6,117
+1,381
69
$669K 0.31%
12,235
+8,145
70
$669K 0.31%
22,538
+3,937
71
$658K 0.31%
4,312
+175
72
$651K 0.31%
3,704
+14
73
$643K 0.3%
+8,215
74
$631K 0.3%
2,297
+56
75
$629K 0.3%
6,157
-300
1 2
3
4 5