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
$213M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$3.43M
3
+$2.33M
4
GS icon
Goldman Sachs
GS
+$1.73M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.24M

Top Sells

1
+$11.1M
2
+$7.95M
3
+$7.63M
4
SSO icon
ProShares Ultra S&P500
SSO
+$2.63M
5
AAPL icon
Apple
AAPL
+$1.27M

Sector Composition

1 Technology 15.27%
2 Consumer Discretionary 6.51%
3 Financials 3.82%
4 Healthcare 3.38%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$624K 0.29%
2,949
-2,043
77
$614K 0.29%
29,295
+3,804
78
$611K 0.29%
2,278
+290
79
$608K 0.29%
48,700
-44,545
80
$607K 0.29%
1,978
-48
81
$605K 0.28%
7,435
-150
82
$598K 0.28%
32,663
-42
83
$592K 0.28%
2,938
+587
84
$584K 0.27%
5,685
+1,202
85
$583K 0.27%
7,807
-124
86
$577K 0.27%
14,024
87
$566K 0.27%
290
+25
88
$562K 0.26%
5,264
+179
89
$562K 0.26%
+32,496
90
$536K 0.25%
5,844
-50
91
$536K 0.25%
2,539
+1,169
92
$535K 0.25%
3,220
+475
93
$522K 0.25%
+9,993
94
$521K 0.25%
+5,413
95
$515K 0.24%
24,370
+3,526
96
$514K 0.24%
37,100
-125
97
$513K 0.24%
3,874
-10
98
$504K 0.24%
5,746
+291
99
$504K 0.24%
1,359
+291
100
$494K 0.23%
3,935
+364
2 3
4
5 6