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
$203M
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.32M
3
+$1.44M
4
SOXS icon
Direxion Daily Semiconductor Bear 3X Shares
SOXS
+$1.1M
5
SKRE icon
Tuttle Capital Daily 2X Inverse Regional Banks ETF
SKRE
+$1.01M

Top Sells

1
+$15.2M
2
+$5.19M
3
+$5.09M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$3.93M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3M

Sector Composition

1 Technology 17.4%
2 Consumer Discretionary 5.81%
3 Consumer Staples 2.73%
4 Healthcare 2.56%
5 Communication Services 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$568K 0.28%
842
-29
77
$554K 0.27%
8,850
+3,150
78
$550K 0.27%
8,475
-476
79
$549K 0.27%
8,515
+3,608
80
$545K 0.27%
14,024
81
$530K 0.26%
17,934
+125
82
$528K 0.26%
10,456
-10,030
83
$504K 0.25%
19,452
+957
84
$495K 0.24%
19,535
+1,385
85
$481K 0.24%
3,175
+25
86
$477K 0.23%
1,784
87
$470K 0.23%
2,859
-46
88
$467K 0.23%
2,334
-243
89
$464K 0.23%
853
-76
90
$461K 0.23%
12,450
+5,066
91
$458K 0.22%
582
-60
92
$455K 0.22%
+2,368
93
$449K 0.22%
+14,960
94
$431K 0.21%
3,275
+225
95
$429K 0.21%
14,765
-2,648
96
$426K 0.21%
2,475
+460
97
$425K 0.21%
4,282
-7
98
$420K 0.21%
2,415
+310
99
$418K 0.21%
+6,636
100
$415K 0.2%
1,108
+24
2 3
4
5 6