PWM

Prosperity Wealth Management Portfolio holdings

AUM $300M
1-Year Est. Return 28.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.58M
3
+$1.14M
4
GGLS icon
Direxion Daily GOOGL Bear 1X ETF
GGLS
+$1.11M
5
MRVL icon
Marvell Technology
MRVL
+$1.03M

Top Sells

1
+$2.65M
2
+$2.27M
3
+$1.72M
4
HIBS icon
Direxion Daily S&P 500 High Beta Bear 3X ETF
HIBS
+$1.62M
5
APP icon
Applovin
APP
+$1.39M

Sector Composition

1 Technology 18.81%
2 Consumer Discretionary 6.31%
3 Financials 3.67%
4 Industrials 3.22%
5 Communication Services 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MESO
76
Mesoblast
MESO
$1.94B
$918K 0.31%
50,900
+950
NFLX icon
77
Netflix
NFLX
$349B
$913K 0.3%
9,735
+915
SHLD icon
78
Global X Defense Tech ETF
SHLD
$7.58B
$908K 0.3%
14,010
+384
IWP icon
79
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$902K 0.3%
6,589
-18,985
KALU icon
80
Kaiser Aluminum
KALU
$3.02B
$884K 0.29%
+7,700
GEHC icon
81
GE HealthCare
GEHC
$29.3B
$877K 0.29%
+10,688
CRM icon
82
Salesforce
CRM
$159B
$876K 0.29%
+3,306
STRL icon
83
Sterling Infrastructure
STRL
$29.4B
$874K 0.29%
2,855
+100
ARM icon
84
Arm
ARM
$410B
$856K 0.29%
+7,831
SSO icon
85
ProShares Ultra S&P500
SSO
$8.32B
$848K 0.28%
14,641
-31
AXON icon
86
Axon Enterprise
AXON
$40.2B
$822K 0.27%
1,447
+365
OEF icon
87
iShares S&P 100 ETF
OEF
$20.5B
$819K 0.27%
2,388
-197
EMR icon
88
Emerson Electric
EMR
$79.1B
$818K 0.27%
6,164
-110
AMZZ icon
89
GraniteShares 2x Long AMZN Daily ETF
AMZZ
$48M
$801K 0.27%
25,445
-200
VTI icon
90
Vanguard Total Stock Market ETF
VTI
$656B
$766K 0.26%
2,286
+11
ALAB icon
91
Astera Labs
ALAB
$60.2B
$754K 0.25%
4,530
+230
MELI icon
92
Mercado Libre
MELI
$84.2B
$747K 0.25%
+371
IWY icon
93
iShares Russell Top 200 Growth ETF
IWY
$17.4B
$730K 0.24%
2,635
+108
GOOG icon
94
Alphabet (Google) Class C
GOOG
$4.42T
$729K 0.24%
2,323
+234
SCHW icon
95
Charles Schwab
SCHW
$152B
$727K 0.24%
7,275
+616
RTX icon
96
RTX Corp
RTX
$242B
$714K 0.24%
3,895
-19
CGGR icon
97
Capital Group Growth ETF
CGGR
$24B
$712K 0.24%
16,022
+7,075
TFC icon
98
Truist Financial
TFC
$60.7B
$691K 0.23%
14,032
ORLY icon
99
O'Reilly Automotive
ORLY
$73.3B
$675K 0.22%
7,402
-36
HOOD icon
100
Robinhood
HOOD
$76B
$667K 0.22%
5,895
+255
2 3
4
5 6