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
$295M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.17M
3
+$1.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.03M
5
SOXS icon
Direxion Daily Semiconductor Bear 3X Shares
SOXS
+$934K

Top Sells

1
+$3.07M
2
+$2.6M
3
+$2.34M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$1.46M
5
SCHQ icon
Schwab Long-Term US Treasury ETF
SCHQ
+$1.16M

Sector Composition

1 Technology 19.17%
2 Consumer Discretionary 5.69%
3 Financials 4.43%
4 Communication Services 3.59%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRIM icon
76
Primoris Services
PRIM
$6.67B
$872K 0.3%
6,350
+275
OEF icon
77
iShares S&P 100 ETF
OEF
$28.8B
$860K 0.29%
2,585
-42
SPY icon
78
SPDR S&P 500 ETF Trust
SPY
$697B
$858K 0.29%
1,288
+289
VUG icon
79
Vanguard Growth ETF
VUG
$201B
$847K 0.29%
1,766
+51
ALAB icon
80
Astera Labs
ALAB
$27.9B
$842K 0.29%
4,300
+168
CLS icon
81
Celestica
CLS
$36.6B
$840K 0.29%
3,411
+161
EMR icon
82
Emerson Electric
EMR
$74.1B
$823K 0.28%
6,274
+3,103
SSO icon
83
ProShares Ultra S&P500
SSO
$7.18B
$823K 0.28%
14,672
-41,796
INOD icon
84
Innodata
INOD
$1.75B
$809K 0.27%
10,500
+400
HOOD icon
85
Robinhood
HOOD
$111B
$808K 0.27%
5,640
+665
MESO
86
Mesoblast
MESO
$2.18B
$805K 0.27%
49,950
-150
ORLY icon
87
O'Reilly Automotive
ORLY
$85.5B
$802K 0.27%
7,438
-72
DECK icon
88
Deckers Outdoor
DECK
$13.4B
$779K 0.26%
7,683
+487
AXON icon
89
Axon Enterprise
AXON
$42.1B
$776K 0.26%
1,082
+95
LIF
90
Life360
LIF
$5.92B
$771K 0.26%
7,250
+415
VEEV icon
91
Veeva Systems
VEEV
$39.5B
$769K 0.26%
2,580
+217
AMZZ icon
92
GraniteShares 2x Long AMZN Daily ETF
AMZZ
$51.6M
$763K 0.26%
+25,645
INTU icon
93
Intuit
INTU
$176B
$753K 0.26%
1,102
+115
VTI icon
94
Vanguard Total Stock Market ETF
VTI
$562B
$747K 0.25%
2,275
-198
CRWV
95
CoreWeave Inc
CRWV
$38.4B
$739K 0.25%
5,400
+1,875
FSK icon
96
FS KKR Capital
FSK
$4.41B
$712K 0.24%
47,711
+11,051
MDB icon
97
MongoDB
MDB
$26.8B
$698K 0.24%
+2,250
IWY icon
98
iShares Russell Top 200 Growth ETF
IWY
$16.7B
$692K 0.23%
2,527
-106
VRTX icon
99
Vertex Pharmaceuticals
VRTX
$108B
$688K 0.23%
+1,757
TTD icon
100
Trade Desk
TTD
$19.1B
$686K 0.23%
+13,999
2 3
4
5 6