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
$153M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$5.16M
3
+$3.07M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$1.53M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.23M

Top Sells

1
+$2.72M
2
+$1.7M
3
+$1.12M
4
NVDA icon
NVIDIA
NVDA
+$945K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$860K

Sector Composition

1 Technology 14.25%
2 Consumer Discretionary 4.52%
3 Energy 2.99%
4 Communication Services 1.76%
5 Financials 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$327K 0.21%
+5,863
77
$326K 0.21%
1,134
78
$325K 0.21%
21,210
+10,830
79
$325K 0.21%
+790
80
$319K 0.21%
2,129
-1,589
81
$317K 0.21%
10,097
+1,674
82
$315K 0.2%
1,810
+264
83
$304K 0.2%
13,964
84
$303K 0.2%
+1,433
85
$301K 0.19%
855
+115
86
$296K 0.19%
+921
87
$292K 0.19%
+520
88
$290K 0.19%
3,214
-3,525
89
$288K 0.19%
30,050
+970
90
$288K 0.19%
3,725
-65
91
$287K 0.19%
+2,372
92
$285K 0.18%
2,908
+5
93
$284K 0.18%
+6,550
94
$282K 0.18%
+641
95
$282K 0.18%
24,073
+382
96
$273K 0.18%
+23,519
97
$270K 0.17%
7,248
+127
98
$265K 0.17%
+6,050
99
$258K 0.17%
2,001
100
$257K 0.17%
+5,403
2 3
4
5 6