PWM
Prosperity Wealth Management Portfolio holdings
AUM
$270M
1-Year Return
29.63%
This Quarter Return
+13.52%
1 Year Return
+29.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$211M
AUM Growth
+$58.3M
(+38%)
Cap. Flow
+$41.4M
Cap. Flow
% of AUM
19.61%
Top 10 Holdings %
Top 10 Hldgs %
55.64%
Holding
193
New
56
Increased
65
Reduced
24
Closed
42
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$23.7M |
| 2 |
Invesco QQQ Trust
QQQ
|
$22.6M |
| 3 |
Celsius Holdings
CELH
|
$1.99M |
| 4 |
ProShares UltraShort S&P500
SDS
|
$1.49M |
| 5 |
Targa Resources
TRGP
|
$1.43M |
Top Sells
Sector Composition
| 1 | Technology | 13.31% |
| 2 | Consumer Discretionary | 4.88% |
| 3 | Consumer Staples | 2.63% |
| 4 | Energy | 1.96% |
| 5 | Financials | 1.87% |
