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
$243M
AUM Growth
-$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$6.25M
3
+$2.28M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.22M
5
CONL icon
GraniteShares 2x Long COIN Daily ETF
CONL
+$1.31M

Top Sells

1
+$27.2M
2
+$11.8M
3
+$2.08M
4
UTG icon
Reaves Utility Income Fund
UTG
+$1.1M
5
SOXS icon
Direxion Daily Semiconductor Bear 3X Shares
SOXS
+$1.05M

Sector Composition

1 Technology 16.66%
2 Consumer Discretionary 5.92%
3 Healthcare 3.15%
4 Communication Services 2.47%
5 Financials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$590K 0.24%
+3,537
77
$590K 0.24%
2,544
+147
78
$587K 0.24%
+4,110
79
$587K 0.24%
4,736
-2,592
80
$575K 0.24%
2,375
-822
81
$567K 0.23%
18,601
+3,786
82
$564K 0.23%
2,777
+75
83
$563K 0.23%
6,602
+371
84
$555K 0.23%
7,931
-493
85
$554K 0.23%
+25,491
86
$546K 0.22%
13,509
-49
87
$542K 0.22%
2,745
+225
88
$542K 0.22%
4,483
-239
89
$539K 0.22%
5,894
-694
90
$526K 0.22%
2,351
-52
91
$526K 0.22%
4,137
+582
92
$505K 0.21%
+22,900
93
$502K 0.21%
9,585
+435
94
$502K 0.21%
+2,095
95
$498K 0.2%
2,139
+644
96
$497K 0.2%
23,918
+12,493
97
$493K 0.2%
5,455
-108
98
$491K 0.2%
+14,617
99
$486K 0.2%
817
-824
100
$481K 0.2%
4,090
+570
2 3
4
5 6