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
101
$256K 0.17%
6,982
+132
102
$249K 0.16%
54,700
+250
103
$245K 0.16%
+3,535
104
$244K 0.16%
1,933
+120
105
$243K 0.16%
+1,173
106
$240K 0.16%
4,019
+44
107
$240K 0.16%
+10,657
108
$236K 0.15%
+2,020
109
$233K 0.15%
980
-639
110
$232K 0.15%
+1,175
111
$228K 0.15%
7,922
+257
112
$225K 0.15%
+10,760
113
$222K 0.14%
3,914
-2,388
114
$221K 0.14%
+3,319
115
$218K 0.14%
+13,180
116
$218K 0.14%
3,420
-450
117
$216K 0.14%
2,039
118
$214K 0.14%
+457
119
$211K 0.14%
+3,537
120
$211K 0.14%
+1,829
121
$209K 0.14%
+265
122
$207K 0.13%
175
+10
123
$207K 0.13%
+1,546
124
$205K 0.13%
13,560
-2,406
125
$205K 0.13%
+5,615
3 4
5
6 7